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

Fidelity Investments’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 Q1	–	Sell	-57	Closed	-$2.36K	–	5485
2024 Q4	$2.36K	Buy	57 +47	+470%	+$1.96K	﹤0.01%	4797
2024 Q3	$420	Buy	10 +7	+233%	+$290	﹤0.01%	4986
2024 Q2	$122	Buy	3 +2	+200%	+$81	﹤0.01%	4954
2024 Q1	$41	Hold	1	–	–	﹤0.01%	5066
2023 Q4	$42	Sell	1 -1	-50%	-$40	﹤0.01%	5057
2023 Q3	$78	Sell	2 -1	-33%	-$40	﹤0.01%	4886
2023 Q2	$119	Hold	3	–	–	﹤0.01%	4949
2023 Q1	$119	Buy	3 +2	+200%	+$80	﹤0.01%	4885
2022 Q4	$39	Sell	1 -5	-83%	-$197	﹤0.01%	4989
2022 Q3	$0	Buy	6 +5	+500%	+$203	﹤0.01%	5133
2022 Q2	$0	Sell	1 -14	-93%	-$593	﹤0.01%	5193
2022 Q1	$1K	Buy	+15	New	+$694	﹤0.01%	4802
2021 Q4	–	Sell	-2	Closed	–	–	4630
2021 Q3	$0	Buy	+2	New	+$97	﹤0.01%	4663
2021 Q2	–	Sell	-2	Closed	–	–	4545
2021 Q1	$0	Buy	2 +1	+100%	+$49	﹤0.01%	4245
2020 Q4	$0	Buy	+1	New	+$48	﹤0.01%	4052
2020 Q2	–	Sell	-1	Closed	–	–	3864
2020 Q1	$0	Buy	+1	New	+$47	﹤0.01%	3916
2019 Q4	–	Sell	-1	Closed	–	–	4004
2019 Q3	$0	Sell	1 -1	-50%	-$48	﹤0.01%	3983
2019 Q2	$0	Buy	2 +1	+100%	+$48	﹤0.01%	3939
2019 Q1	$0	Sell	1 -3	-75%	-$142	﹤0.01%	3872
2018 Q4	$0	Buy	4 +3	+300%	+$140	﹤0.01%	3799
2018 Q3	$0	Buy	+1	New	+$48	﹤0.01%	3652

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Fidelity Investments's HYLS Position: Q1 2025 in Review

Fidelity Investments sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2025, closing a stake of 57 shares — an estimated $2.36K sold.

Fidelity Investments first reported a position in HYLS in Q3 2018 and held it in 21 quarters. The position peaked at $2.36K in Q4 2024. 222 funds tracked by Wall St. Rank hold HYLS as of Q1 2025.

Fidelity Investments reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2025 after selling out during the quarter.
Fidelity Investments sold 57 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2025, an estimated $2.36K.
Fidelity Investments first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2018 and held it in 21 quarters.
Fidelity Investments's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $2.36K in Q4 2024.
222 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.