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	-187	Closed	-$7.77K	–	1599
2024 Q1	$7.77K	Hold	187	–	–	﹤0.01%	513
2023 Q4	$7.77K	Buy	+187	New	+$7.44K	﹤0.01%	528
2018 Q3	$121K	Buy	+2,575	New	+$123K	0.13%	178

Other funds holding HYLS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $3.6B AUM 16.02% 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 187 shares — an estimated $7.77K sold.

Financial Gravity Asset Management first reported a position in HYLS in Q3 2018 and held it in 3 quarters. The position peaked at $121K in Q3 2018. 212 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 187 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2024, an estimated $7.77K.
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 3 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.
212 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.