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 Q2	$2.31M	Sell	56,940 -476	-0.8%	-$19.5K	0.01%	468
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

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 22.9% 1-Year Est. Return

Envestnet Portfolio Solutions's HYLS Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 0.83% in Q2 2026, selling an estimated $19.5K and leaving 56,940 shares worth $2.31M. The position accounts for 0.01% of the portfolio, ranked #468.

Envestnet Portfolio Solutions first reported a position in HYLS in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.17M in Q3 2024. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Envestnet Portfolio Solutions held 56,940 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $2.31M as of Q2 2026.
Envestnet Portfolio Solutions sold 476 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $19.5K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #468 holding.
Envestnet Portfolio Solutions first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $4.17M in Q3 2024.
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 Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.