Executive Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Executive Wealth Management’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
2022 Q1	–	Sell	-6,122	Closed	-$292K	–	198
2021 Q4	$292K	Sell	6,122 -164,781	-96%	-$7.88M	0.03%	165
2021 Q3	$8.23M	Buy	170,903 +71,597	+72%	+$3.46M	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%	+$1.16M	0.53%	62
2020 Q4	$3.39M	Buy	69,584 +16,796	+32%	+$808K	0.42%	62
2020 Q3	$2.49M	Buy	52,788 +9,937	+23%	+$470K	0.34%	63
2020 Q2	$1.96M	Buy	42,851 +8,338	+24%	+$379K	0.3%	59
2020 Q1	$1.45M	Sell	34,513 -45,800	-57%	-$2.14M	0.26%	61
2019 Q4	$3.92M	Buy	80,313 +9,136	+13%	+$441K	0.54%	50
2019 Q3	$3.43M	Buy	71,177 +12,472	+21%	+$601K	0.52%	48
2019 Q2	$2.82M	Buy	+58,705	New	+$2.82M	0.4%	61

Other funds holding HYLS

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

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

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Executive Wealth Management's HYLS Position: Q1 2022 in Review

Executive Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2022, closing a stake of 6,122 shares — an estimated $292K sold.

Executive Wealth Management first reported a position in HYLS in Q2 2019 and held it in 11 quarters. The position peaked at $8.23M in Q3 2021. 222 funds tracked by Wall St. Rank hold HYLS as of Q1 2022.

Executive Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2022 after selling out during the quarter.
Executive Wealth Management sold 6,122 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2022, an estimated $292K.
Executive Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2019 and held it in 11 quarters.
Executive Wealth Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $8.23M in Q3 2021.
222 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2022.

Based on Executive Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.