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

Elevated Capital Advisors’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
2026 Q2	$124K	Hold	3,059	–	–	0.03%	270
2026 Q1	$124K	Sell	3,059 -196	-6%	-$8.1K	0.03%	268
2025 Q4	$136K	Buy	+3,255	New	+$136K	0.03%	280
2024 Q4	–	Sell	-37,281	Closed	-$1.56M	–	265
2024 Q3	$1.56M	Sell	37,281 -37,533	-50%	-$1.55M	0.42%	54
2024 Q2	$3.04M	Buy	74,814 +2,597	+4%	+$106K	0.85%	27
2024 Q1	$2.98M	Buy	72,217 +5,060	+8%	+$208K	0.85%	34
2023 Q4	$2.79M	Sell	67,157 -1,606	-2%	-$63.9K	0.87%	33
2023 Q3	$2.7M	Sell	68,763 -63,516	-48%	-$2.52M	0.92%	34
2023 Q2	$5.24M	Buy	132,279 +16,190	+14%	+$641K	1.74%	10
2023 Q1	$4.62M	Buy	116,089 +3,584	+3%	+$143K	1.65%	11
2022 Q4	$4.38M	Sell	112,505 -4,714	-4%	-$185K	1.67%	14
2022 Q3	$4.49M	Buy	+117,219	New	+$4.77M	1.77%	10
2022 Q1	$4.53M	Buy	+98,994	New	+$4.58M	1.5%	13
2021 Q3	$4.29M	Buy	+89,077	New	+$4.31M	1.48%	15
2021 Q1	$3.33M	Buy	+68,408	New	+$3.34M	1.29%	17

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

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

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

Elevated Capital Advisors's HYLS Position: Q2 2026 in Review

Elevated Capital Advisors held its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) position steady in Q2 2026 at 3,059 shares worth $124K. The position accounts for 0.03% of the portfolio, ranked #270.

Elevated Capital Advisors first reported a position in HYLS in Q1 2021 and has held it in 15 quarters since. The position peaked at $5.24M in Q2 2023. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Elevated Capital Advisors held 3,059 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $124K as of Q2 2026.
Elevated Capital Advisors left its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.03% of Elevated Capital Advisors's portfolio in Q2 2026, its #270 holding.
Elevated Capital Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2021 and has held it in 15 quarters since.
Elevated Capital Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $5.24M in Q2 2023.
215 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.