Financial Advocates Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Sell |
10,283
-11,592
| -53% | -$485K | 0.04% | 396 |
|
|
2025
Q1 | $898K | Sell |
21,875
-1,410
| -6% | -$57.9K | 0.06% | 298 |
|
|
2024
Q4 | $962K | Sell |
23,285
-203
| -0.9% | -$8.39K | 0.05% | 308 |
|
|
2024
Q3 | $986K | Buy |
23,488
+448
| +2% | +$18.8K | 0.06% | 310 |
|
|
2024
Q2 | $936K | Buy |
23,040
+3,087
| +15% | +$125K | 0.06% | 303 |
|
|
2024
Q1 | $823K | Buy |
19,953
+6,705
| +51% | +$276K | 0.05% | 343 |
|
|
2023
Q4 | $551K | Buy |
13,248
+2,361
| +22% | +$98.2K | 0.04% | 411 |
|
|
2023
Q3 | $427K | Sell |
10,887
-651
| -6% | -$25.5K | 0.03% | 446 |
|
|
2023
Q2 | $457K | Sell |
11,538
-7,429
| -39% | -$294K | 0.03% | 423 |
|
|
2023
Q1 | $754K | Buy |
18,967
+1,609
| +9% | +$64K | 0.05% | 338 |
|
|
2022
Q4 | $676K | Sell |
17,358
-5,978
| -26% | -$233K | 0.05% | 372 |
|
|
2022
Q3 | $894K | Buy |
23,336
+4,908
| +27% | +$188K | 0.07% | 275 |
|
|
2022
Q2 | $721K | Sell |
18,428
-6,503
| -26% | -$254K | 0.06% | 322 |
|
|
2022
Q1 | $1.14M | Sell |
24,931
-11,832
| -32% | -$542K | 0.08% | 276 |
|
|
2021
Q4 | $1.76M | Sell |
36,763
-23,656
| -39% | -$1.13M | 0.11% | 214 |
|
|
2021
Q3 | $2.91M | Sell |
60,419
-17,302
| -22% | -$834K | 0.2% | 124 |
|
|
2021
Q2 | $3.78M | Buy |
77,721
+16,105
| +26% | +$783K | 0.25% | 89 |
|
|
2021
Q1 | $3M | Buy |
61,616
+4,732
| +8% | +$230K | 0.21% | 104 |
|
|
2020
Q4 | $2.77M | Buy |
56,884
+41,799
| +277% | +$2.04M | 0.19% | 117 |
|
|
2020
Q3 | $712K | Buy |
15,085
+896
| +6% | +$42.3K | 0.06% | 303 |
|
|
2020
Q2 | $650K | Buy |
14,189
+1,571
| +12% | +$72K | 0.06% | 304 |
|
|
2020
Q1 | $530K | Sell |
12,618
-1,678
| -12% | -$70.5K | 0.08% | 265 |
|
|
2019
Q4 | $697K | Sell |
14,296
-13,007
| -48% | -$634K | 0.07% | 259 |
|
|
2019
Q3 | $1.35M | Buy |
27,303
+16,917
| +163% | +$835K | 0.15% | 149 |
|
|
2019
Q2 | $500K | Buy |
10,386
+1,170
| +13% | +$56.3K | 0.06% | 289 |
|
|
2019
Q1 | $440K | Hold |
9,216
| – | – | 0.05% | 295 |
|
|
2018
Q4 | $413K | Buy |
9,216
+2,994
| +48% | +$134K | 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% | -$30.1K | 0.03% | 454 |
|
|
2017
Q4 | $241K | Buy |
+4,968
| New | +$241K | 0.03% | 408 |
|