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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

EdgeRock Capital's HYLS Position: Q1 2025 in Review

EdgeRock Capital sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2025, closing a stake of 13,942 shares — an estimated $576K sold.

EdgeRock Capital first reported a position in HYLS in Q2 2022 and held it in 10 quarters. The position peaked at $926K in Q3 2022. 222 funds tracked by Wall St. Rank hold HYLS as of Q1 2025.

EdgeRock Capital reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2025 after selling out during the quarter.
EdgeRock Capital sold 13,942 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2025, an estimated $576K.
EdgeRock Capital first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2022 and held it in 10 quarters.
EdgeRock Capital's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $926K in Q3 2022.
222 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2025.

Based on EdgeRock Capital's 13F filing for Q1 2025, filed 15 Apr 2025.