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

Flaharty 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
2026 Q2	–	Sell	-7,172	Closed	-$291K	–	81
2026 Q1	$291K	Hold	7,172	–	–	0.04%	112
2025 Q4	$300K	Hold	7,172	–	–	0.04%	109
2025 Q3	$302K	Hold	7,172	–	–	0.04%	103
2025 Q2	$300K	Hold	7,172	–	–	0.04%	95
2025 Q1	$294K	Hold	7,172	–	–	0.04%	93
2024 Q4	$296K	Hold	7,172	–	–	0.04%	96
2024 Q3	$301K	Hold	7,172	–	–	0.04%	91
2024 Q2	$291K	Hold	7,172	–	–	0.04%	92
2024 Q1	$296K	Hold	7,172	–	–	0.04%	89
2023 Q4	$298K	Hold	7,172	–	–	0.05%	91
2023 Q3	$281K	Hold	7,172	–	–	0.05%	89
2023 Q2	$284K	Hold	7,172	–	–	0.05%	89
2023 Q1	$285K	Hold	7,172	–	–	0.05%	88
2022 Q4	$279K	Hold	7,172	–	–	0.05%	90
2022 Q3	$275K	Hold	7,172	–	–	0.06%	85
2022 Q2	$281K	Hold	7,172	–	–	0.06%	89
2022 Q1	$328K	Hold	7,172	–	–	0.06%	83
2021 Q4	$343K	Buy	+7,172	New	+$343K	0.06%	90
2020 Q1	–	Sell	-293,070	Closed	-$14.3M	–	68
2019 Q4	$14.3M	Buy	293,070 +3,980	+1%	+$192K	5.06%	8
2019 Q3	$13.9M	Buy	289,090 +4,273	+2%	+$206K	5.28%	7
2019 Q2	$13.7M	Sell	284,817 -1,629	-0.6%	-$78.3K	5.32%	6
2019 Q1	$13.7M	Buy	286,446 +886	+0.3%	+$41.8K	5.5%	7
2018 Q4	$12.8M	Sell	285,560 -14,601	-5%	-$682K	5.46%	5
2018 Q3	$14.4M	Buy	300,161 +1,776	+0.6%	+$84.7K	5.58%	4
2018 Q2	$14.1M	Buy	298,385 +7,109	+2%	+$338K	5.48%	4
2018 Q1	$13.8M	Sell	291,276 -2,242	-0.8%	-$108K	5.84%	4
2017 Q4	$14.4M	Buy	293,518 +6,000	+2%	+$292K	6.3%	5
2017 Q3	$14.1M	Buy	287,518 +287,254	+108,808%	+$14.2M	7.25%	5
2017 Q2	$13K	Sell	264 -213,357	-100%	-$10.5M	7.29%	5
2017 Q1	$10.4M	Buy	+213,621	New	+$10.4M	6.54%	5

Other funds holding HYLS

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Flaharty Asset Management's HYLS Position: Q2 2026 in Review

Flaharty Asset Management sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2026, closing a stake of 7,172 shares — an estimated $291K sold.

Flaharty Asset Management first reported a position in HYLS in Q1 2017 and held it in 30 quarters. The position peaked at $14.4M in Q4 2017. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Flaharty Asset Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2026 after selling out during the quarter.
Flaharty Asset Management sold 7,172 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $291K.
Flaharty Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2017 and held it in 30 quarters.
Flaharty Asset Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $14.4M in Q4 2017.
215 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2026.

Based on Flaharty Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.