FineMark National Bank & Trust’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

FineMark National Bank & Trust’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
2016 Q3	–	Sell	-85	Closed	-$4K	–	1369
2016 Q2	$4K	Buy	+85	New	+$4.06K	﹤0.01%	1105

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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

FineMark National Bank & Trust's HYLS Position: Q3 2016 in Review

FineMark National Bank & Trust sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2016, closing a stake of 85 shares — an estimated $4K sold.

FineMark National Bank & Trust first reported a position in HYLS in Q2 2016 and held it in 1 quarter. The position peaked at $4K in Q2 2016. 86 funds tracked by Wall St. Rank hold HYLS as of Q3 2016.

FineMark National Bank & Trust reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 85 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2016, an estimated $4K.
FineMark National Bank & Trust first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2016 and held it in 1 quarter.
FineMark National Bank & Trust's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $4K in Q2 2016.
86 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2016.

Based on FineMark National Bank & Trust's 13F filing for Q3 2016, filed 10 Nov 2016.