First Heartland Consultants’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

First Heartland Consultants’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
2021 Q2	–	Sell	-32,968	Closed	-$1.6M	–	412
2021 Q1	$1.6M	Sell	32,968 -14,739	-31%	-$720K	0.25%	91
2020 Q4	$2.32M	Sell	47,707 -3	-0%	-$144	0.39%	56
2020 Q3	$2.25M	Buy	47,710 +3,435	+8%	+$162K	0.43%	56
2020 Q2	$2.03M	Buy	+44,275	New	+$2.01M	0.4%	61
2020 Q1	–	Sell	-5,032	Closed	-$246K	–	272
2019 Q4	$246K	Sell	5,032 -610	-11%	-$29.5K	0.05%	262
2019 Q3	$272K	Buy	+5,642	New	+$272K	0.06%	235
2013 Q3	–	Sell	-200	Closed	-$10K	–	283
2013 Q2	$10K	Buy	+200	New	+$10.2K	0.01%	351

Other funds holding HYLS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

First Heartland Consultants's HYLS Position: Q2 2021 in Review

First Heartland Consultants sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2021, closing a stake of 32,968 shares — an estimated $1.6M sold.

First Heartland Consultants first reported a position in HYLS in Q2 2013 and held it in 7 quarters. The position peaked at $2.32M in Q4 2020. 199 funds tracked by Wall St. Rank hold HYLS as of Q2 2021.

First Heartland Consultants reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2021 after selling out during the quarter.
First Heartland Consultants sold 32,968 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2021, an estimated $1.6M.
First Heartland Consultants first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2013 and held it in 7 quarters.
First Heartland Consultants's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $2.32M in Q4 2020.
199 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2021.

Based on First Heartland Consultants's 13F filing for Q2 2021, filed 16 Aug 2021.