Financial Partners Group (Kansas)’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Financial Partners Group (Kansas)’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	-21,142	Closed	-$872K	–	177
2024 Q1	$872K	Buy	+21,142	New	+$870K	0.14%	72
2022 Q2	–	Sell	-31,617	Closed	-$1.45M	–	158
2022 Q1	$1.45M	Sell	31,617 -15,326	-33%	-$709K	0.31%	42
2021 Q4	$2.19M	Sell	46,943 -26,569	-36%	-$1.27M	0.48%	36
2021 Q3	$3.54M	Sell	73,512 -10,305	-12%	-$498K	0.83%	36
2021 Q2	$4.07M	Sell	83,817 -4,125	-5%	-$201K	1.05%	26
2021 Q1	$4.28M	Buy	87,942 +5,378	+7%	+$263K	1.21%	24
2020 Q4	$4.04M	Buy	82,564 +10,081	+14%	+$485K	1.21%	22
2020 Q3	$3.42M	Buy	72,483 +16,791	+30%	+$793K	1.17%	23
2020 Q2	$2.55M	Buy	+55,692	New	+$2.53M	1%	25

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 Partners Group (Kansas)'s HYLS Position: Q2 2024 in Review

Financial Partners Group (Kansas) sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2024, closing a stake of 21,142 shares — an estimated $872K sold.

Financial Partners Group (Kansas) first reported a position in HYLS in Q2 2020 and held it in 9 quarters. The position peaked at $4.28M in Q1 2021. 211 funds tracked by Wall St. Rank hold HYLS as of Q2 2024.

Financial Partners Group (Kansas) 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 Partners Group (Kansas) sold 21,142 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2024, an estimated $872K.
Financial Partners Group (Kansas) first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2020 and held it in 9 quarters.
Financial Partners Group (Kansas)'s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $4.28M in Q1 2021.
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 Partners Group (Kansas)'s 13F filing for Q2 2024, filed 19 Jul 2024.