Endurance Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$12K Sell
313
-312
-50% -$12.4K ﹤0.01% 479
2023
Q1
$25K Buy
+625
New +$24.9K ﹤0.01% 416

Other funds holding HYLS

Endurance Wealth Management's HYLS Position: Q2 2023 in Review

Endurance Wealth Management reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 50% in Q2 2023, selling an estimated $12.4K and leaving 313 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Endurance Wealth Management first reported a position in HYLS in Q1 2023 and has held it in 2 quarters since. The position peaked at $25K in Q1 2023. 211 funds tracked by Wall St. Rank hold HYLS as of Q2 2023.

  • Endurance Wealth Management held 313 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $12K as of Q2 2023.
  • Endurance Wealth Management sold 312 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2023, an estimated $12.4K.
  • First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #479 holding.
  • Endurance Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2023 and has held it in 2 quarters since.
  • Endurance Wealth Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $25K in Q1 2023.
  • 211 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.