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

Family Capital 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
2024 Q2	–	Sell	-5,161	Closed	-$213K	–	70
2024 Q1	$213K	Sell	5,161 -304	-6%	-$12.5K	0.15%	67
2023 Q4	$227K	Sell	5,465 -24,644	-82%	-$981K	0.16%	66
2023 Q3	$1.18M	Sell	30,109 -94	-0.3%	-$3.73K	0.78%	26
2023 Q2	$1.2M	Sell	30,203 -6	-0%	-$238	0.75%	26
2023 Q1	$1.2M	Sell	30,209 -1,809	-6%	-$72K	0.52%	26
2022 Q4	$1.25M	Buy	+32,018	New	+$1.26M	0.82%	26

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PNC

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

OCM

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

Family Capital Management's HYLS Position: Q2 2024 in Review

Family Capital Management sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2024, closing a stake of 5,161 shares — an estimated $213K sold.

Family Capital Management first reported a position in HYLS in Q4 2022 and held it in 6 quarters. The position peaked at $1.25M in Q4 2022. 211 funds tracked by Wall St. Rank hold HYLS as of Q2 2024.

Family Capital Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2024 after selling out during the quarter.
Family Capital Management sold 5,161 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2024, an estimated $213K.
Family Capital Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2022 and held it in 6 quarters.
Family Capital Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $1.25M in Q4 2022.
211 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2024.

Based on Family Capital Management's 13F filing for Q2 2024, filed 18 Jul 2024.