EC
HYLS icon

EdgeRock Capital’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

EdgeRock Capital’s Portfolio HYLS Stock Details HYLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,942
Closed -$576K – 72
2024
Q4 		$576K Sell
13,942
-247
-2% -$10.3K 0.38% 40
2024
Q3 		$595K Buy
14,189
+1,084
+8% +$44.8K 0.42% 37
2024
Q2 		$532K Sell
13,105
-35
-0.3% -$1.42K 0.41% 31
2024
Q1 		$542K Buy
13,140
+319
+2% +$13.1K 0.43% 31
2023
Q4 		$529K Buy
+12,821
New +$510K 0.39% 29
2023
Q3 		– Sell
-19,242
Closed -$763K – 71
2023
Q2 		$763K Buy
19,242
+2,104
+12% +$83.3K 0.37% 22
2023
Q1 		$681K Buy
17,138
+1,046
+7% +$41.6K 0.35% 24
2022
Q4 		$627K Sell
16,092
-8,067
-33% -$317K 0.35% 22
2022
Q3 		$926K Buy
24,159
+2,815
+13% +$114K 0.53% 16
2022
Q2 		$836K Buy
+21,344
New +$905K 0.57% 16

Other funds holding HYLS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return