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

Financial Gravity Asset 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	-469	Closed	-$19.4K	–	1910
2024 Q1	$19.4K	Buy	469 +282	+151%	+$11.6K	﹤0.01%	546
2023 Q4	$7.77K	Buy	+187	New	+$7.44K	﹤0.01%	822
2023 Q3	–	Sell	-40	Closed	-$10.8K	–	1484
2023 Q2	$10.8K	Buy	+40	New	+$1.58K	0.03%	312
2023 Q1	–	Sell	-39	Closed	-$9.09K	–	1378
2022 Q4	$9.09K	Buy	+39	New	+$1.53K	0.05%	277
2018 Q3	$121K	Buy	+2,575	New	+$123K	0.13%	178

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

Financial Gravity Asset Management's HYLS Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2024, closing a stake of 469 shares — an estimated $19.4K sold.

Financial Gravity Asset Management first reported a position in HYLS in Q3 2018 and held it in 5 quarters. The position peaked at $121K in Q3 2018. 211 funds tracked by Wall St. Rank hold HYLS as of Q2 2024.

Financial Gravity Asset 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.
Financial Gravity Asset Management sold 469 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2024, an estimated $19.4K.
Financial Gravity Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2018 and held it in 5 quarters.
Financial Gravity Asset Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $121K in Q3 2018.
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 Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.