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EWA
EverSource Wealth Advisors’s
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
Stock Holding History
EverSource Wealth Advisors’s Portfolio
HYLS Stock Details
HYLS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$110K
Buy
2,707
+45
+2%
+$1.86K
﹤0.01%
1372
2025
Q4
$111K
Buy
2,662
+42
+2%
+$1.76K
﹤0.01%
1261
2025
Q3
$110K
Buy
2,620
+44
+2%
+$1.84K
﹤0.01%
1227
2025
Q2
$108K
Buy
2,576
+2,540
+7,056%
+$105K
﹤0.01%
1157
2025
Q1
$1.49K
Hold
36
–
–
﹤0.01%
3071
2024
Q4
$1.48K
Buy
36
+1
+3%
+$42
﹤0.01%
2835
2024
Q3
$1.48K
Hold
35
–
–
﹤0.01%
2623
2024
Q2
$1.44K
Hold
35
–
–
﹤0.01%
2646
2024
Q1
$1.41K
Hold
35
–
–
﹤0.01%
2478
2023
Q4
$1.46K
Hold
35
–
–
﹤0.01%
2275
2023
Q3
$1.37K
Hold
35
–
–
﹤0.01%
2117
2023
Q2
$1.39K
Hold
35
–
–
﹤0.01%
2119
2023
Q1
$1.39K
Hold
35
–
–
﹤0.01%
2039
2022
Q4
$1.36K
Hold
35
–
–
﹤0.01%
2021
2022
Q3
$1K
Hold
35
–
–
﹤0.01%
1826
2022
Q2
$1K
Hold
35
–
–
﹤0.01%
1637
2022
Q1
$2K
Hold
35
–
–
﹤0.01%
1530
2021
Q4
$2K
Buy
+35
New
+$1.67K
﹤0.01%
1560
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1-Year Est. Return
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1-Year Est. Return
Royal Bank of Canada
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1-Year Est. Return
Raymond James Financial
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$324B AUM
22.36%
1-Year Est. Return
Jane Street
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$93.1B AUM
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1-Year Est. Return
P
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$20.2B AUM
19.79%
1-Year Est. Return
KFP
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$1.08B AUM
31.69%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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