EWG Elevate’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

EWG Elevate’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
2025 Q3	$2.51M	Buy	59,779 +2,519	+4%	+$106K	0.79%	46
2025 Q2	$2.39M	Sell	57,260 -51,833	-48%	-$2.13M	0.74%	44
2025 Q1	$4.48M	Buy	109,093 +6,359	+6%	+$264K	1.67%	14
2024 Q4	$4.25M	Buy	102,734 +3,591	+4%	+$150K	1.29%	17
2024 Q3	$4.16M	Buy	99,143 +47,801	+93%	+$1.98M	1.67%	17
2024 Q2	$2.09M	Buy	51,342 +2,154	+4%	+$87.6K	0.76%	40
2024 Q1	$2.03M	Buy	49,188 +836	+2%	+$34.4K	0.77%	42
2023 Q4	$2.01M	Sell	48,352 -33,719	-41%	-$1.34M	0.83%	36
2023 Q3	$3.22M	Sell	82,071 -9,030	-10%	-$358K	1.46%	27
2023 Q2	$3.61M	Buy	91,101 +10,643	+13%	+$421K	1.49%	23
2023 Q1	$3.2M	Buy	80,458 +4,997	+7%	+$199K	1.37%	27
2022 Q4	$2.94M	Buy	75,461 +3,556	+5%	+$140K	1.48%	17
2022 Q3	$2.75M	Buy	71,905 +1,775	+3%	+$72.2K	1.55%	17
2022 Q2	$2.75M	Buy	70,130 +1,316	+2%	+$55.8K	1.34%	21
2022 Q1	$3.15M	Buy	68,814 +9,343	+16%	+$432K	1.24%	25
2021 Q4	$2.85M	Sell	59,471 -45,766	-43%	-$2.19M	1.4%	17
2021 Q3	$5.07M	Buy	105,237 +14,426	+16%	+$698K	2.1%	17
2021 Q2	$4.41M	Buy	90,811 +1,028	+1%	+$50K	1.71%	25
2021 Q1	$4.37M	Buy	89,783 +3,778	+4%	+$184K	1.93%	24
2020 Q4	$4.19M	Buy	86,005 +3,218	+4%	+$155K	1.93%	22
2020 Q3	$3.91M	Buy	82,787 +574	+0.7%	+$27.1K	2.27%	19
2020 Q2	$3.77M	Buy	82,213 +2,822	+4%	+$128K	2.54%	18
2020 Q1	$3.33M	Buy	79,391 +28,685	+57%	+$1.34M	2.52%	17
2019 Q4	$2.47M	Buy	+50,706	New	+$2.45M	1.34%	22

Other funds holding HYLS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

EWG Elevate's HYLS Position: Q3 2025 in Review

EWG Elevate increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 4.4% in Q3 2025, buying an estimated $106K and bringing the position to 59,779 shares worth $2.51M. The position accounts for 0.79% of the portfolio, ranked #46.

EWG Elevate first reported a position in HYLS in Q4 2019 and has held it in 24 quarters since. The position peaked at $5.07M in Q3 2021. 209 funds tracked by Wall St. Rank hold HYLS as of Q3 2025.

EWG Elevate held 59,779 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $2.51M as of Q3 2025.
EWG Elevate bought 2,519 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2025, an estimated $106K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.79% of EWG Elevate's portfolio in Q3 2025, its #46 holding.
EWG Elevate first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2019 and has held it in 24 quarters since.
EWG Elevate's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $5.07M in Q3 2021.
209 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.