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

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$112K	Buy	2,753 +46	+2%	+$1.88K	﹤0.01%	1324
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

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

EverSource Wealth Advisors's HYLS Position: Q2 2026 in Review

EverSource Wealth Advisors increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 1.7% in Q2 2026, buying an estimated $1.88K and bringing the position to 2,753 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

EverSource Wealth Advisors first reported a position in HYLS in Q4 2021 and has held it in 19 quarters since. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

EverSource Wealth Advisors held 2,753 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $112K as of Q2 2026.
EverSource Wealth Advisors bought 46 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $1.88K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1324 holding.
EverSource Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2021 and has held it in 19 quarters since.
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 EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.