Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		$2.33M Sell
57,416
-28,404
-33% -$1.17M 0.01% 423
2025
Q4 		$3.59M Buy
85,820
+11,751
+16% +$492K 0.01% 430
2025
Q3 		$3.11M Buy
74,069
+5,268
+8% +$221K 0.01% 435
2025
Q2 		$2.88M Sell
68,801
-12,755
-16% -$525K 0.01% 473
2025
Q1 		$3.35M Buy
81,556
+13,737
+20% +$570K 0.01% 459
2024
Q4 		$2.8M Sell
67,819
-31,637
-32% -$1.32M 0.01% 559
2024
Q3 		$4.17M Buy
99,456
+26,411
+36% +$1.09M 0.01% 436
2024
Q2 		$2.97M Buy
73,045
+6,253
+9% +$254K 0.01% 523
2024
Q1 		$2.75M Sell
66,792
-506
-0.8% -$20.8K 0.01% 543
2023
Q4 		$2.8M Buy
67,298
+1,322
+2% +$52.6K 0.01% 505
2023
Q3 		$2.59M Buy
+65,976
New +$2.62M 0.01% 477

Other funds holding HYLS

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return