FAIM
HYLS icon

Financial Advocates Investment Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-10,283
Closed -$430K – 298
2025
Q2 		$430K Sell
10,283
-11,592
-53% -$477K 0.04% 399
2025
Q1 		$898K Sell
21,875
-1,410
-6% -$58.5K 0.06% 298
2024
Q4 		$962K Sell
23,285
-203
-0.9% -$8.47K 0.05% 308
2024
Q3 		$986K Buy
23,488
+448
+2% +$18.5K 0.06% 310
2024
Q2 		$936K Buy
23,040
+3,087
+15% +$126K 0.06% 304
2024
Q1 		$823K Buy
19,953
+6,705
+51% +$276K 0.05% 344
2023
Q4 		$551K Buy
13,248
+2,361
+22% +$94K 0.04% 411
2023
Q3 		$427K Sell
10,887
-651
-6% -$25.8K 0.03% 449
2023
Q2 		$457K Sell
11,538
-7,429
-39% -$294K 0.03% 424
2023
Q1 		$754K Buy
18,967
+1,609
+9% +$64.1K 0.05% 344
2022
Q4 		$676K Sell
17,358
-5,978
-26% -$235K 0.05% 377
2022
Q3 		$894K Buy
23,336
+4,908
+27% +$200K 0.07% 279
2022
Q2 		$721K Sell
18,428
-6,503
-26% -$276K 0.06% 322
2022
Q1 		$1.14M Sell
24,931
-11,832
-32% -$548K 0.08% 276
2021
Q4 		$1.76M Sell
36,763
-23,656
-39% -$1.13M 0.11% 219
2021
Q3 		$2.91M Sell
60,419
-17,302
-22% -$837K 0.2% 125
2021
Q2 		$3.78M Buy
77,721
+16,105
+26% +$783K 0.25% 94
2021
Q1 		$3M Buy
61,616
+4,732
+8% +$231K 0.21% 108
2020
Q4 		$2.77M Buy
56,884
+41,799
+277% +$2.01M 0.19% 118
2020
Q3 		$712K Buy
15,085
+896
+6% +$42.3K 0.06% 311
2020
Q2 		$650K Buy
14,189
+1,571
+12% +$71.3K 0.06% 315
2020
Q1 		$530K Sell
12,618
-1,678
-12% -$78.5K 0.08% 267
2019
Q4 		$697K Sell
14,296
-13,007
-48% -$628K 0.07% 261
2019
Q3 		$1.35M Buy
27,303
+16,917
+163% +$815K 0.15% 149
2019
Q2 		$500K Buy
10,386
+1,170
+13% +$56.2K 0.06% 292
2019
Q1 		$440K Hold
9,216
– – 0.05% 296
2018
Q4 		$413K Buy
9,216
+2,994
+48% +$140K 0.06% 275
2018
Q3 		$297K Buy
+6,222
New +$297K 0.03% 391
2018
Q2 		– Sell
-4,338
Closed -$207K – 495
2018
Q1 		$207K Sell
4,338
-630
-13% -$30.4K 0.03% 454
2017
Q4 		$241K Buy
+4,968
New +$242K 0.03% 409

Other funds holding HYLS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
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

Financial Advocates Investment Management's HYLS Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2025, closing a stake of 10,283 shares — an estimated $430K sold.

Financial Advocates Investment Management first reported a position in HYLS in Q4 2017 and held it in 30 quarters. The position peaked at $3.78M in Q2 2021. 209 funds tracked by Wall St. Rank hold HYLS as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,283 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2025, an estimated $430K.
  • Financial Advocates Investment Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2017 and held it in 30 quarters.
  • Financial Advocates Investment Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $3.78M in Q2 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 Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.