Everest Financial Group’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Everest Financial Group’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	$268K	Sell	6,600 -1,000	-13%	-$40.9K	0.04%	181
2026 Q1	$308K	Buy	+7,600	New	+$314K	0.05%	156

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

Everest Financial Group's HYLS Position: Q2 2026 in Review

Everest Financial Group reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 13% in Q2 2026, selling an estimated $40.9K and leaving 6,600 shares worth $268K. The position accounts for 0.04% of the portfolio, ranked #181.

Everest Financial Group first reported a position in HYLS in Q1 2026 and has held it in 2 quarters since. The position peaked at $308K in Q1 2026. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Everest Financial Group held 6,600 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $268K as of Q2 2026.
Everest Financial Group sold 1,000 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $40.9K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.04% of Everest Financial Group's portfolio in Q2 2026, its #181 holding.
Everest Financial Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2026 and has held it in 2 quarters since.
Everest Financial Group's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $308K in Q1 2026.
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 Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.