Executive Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,122
| Closed | -$292K | – | 198 |
|
|
2021
Q4 | $292K | Sell |
6,122
-164,781
| -96% | -$7.86M | 0.03% | 165 |
|
|
2021
Q3 | $8.24M | Buy |
170,903
+71,597
| +72% | +$3.45M | 0.91% | 27 |
|
|
2021
Q2 | $4.82M | Buy |
99,306
+6,035
| +6% | +$293K | 0.53% | 64 |
|
|
2021
Q1 | $4.54M | Buy |
93,271
+23,687
| +34% | +$1.15M | 0.53% | 62 |
|
|
2020
Q4 | $3.39M | Buy |
69,584
+16,796
| +32% | +$818K | 0.42% | 62 |
|
|
2020
Q3 | $2.49M | Buy |
52,788
+9,937
| +23% | +$469K | 0.34% | 63 |
|
|
2020
Q2 | $1.96M | Buy |
42,851
+8,338
| +24% | +$382K | 0.3% | 59 |
|
|
2020
Q1 | $1.45M | Sell |
34,513
-45,800
| -57% | -$1.92M | 0.26% | 61 |
|
|
2019
Q4 | $3.92M | Buy |
80,313
+9,136
| +13% | +$446K | 0.54% | 50 |
|
|
2019
Q3 | $3.43M | Buy |
71,177
+12,472
| +21% | +$602K | 0.52% | 48 |
|
|
2019
Q2 | $2.82M | Buy |
+58,705
| New | +$2.82M | 0.4% | 61 |
|