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

FormulaFolio Investments’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
2019 Q2	–	Sell	-34,088	Closed	-$1.63M	–	332
2019 Q1	$1.63M	Buy	34,088 +657	+2%	+$31K	0.07%	99
2018 Q4	$1.6M	Hold	33,431	–	–	0.07%	96
2018 Q3	$1.6M	Buy	33,431 +207	+0.6%	+$9.87K	0.07%	96
2018 Q2	$1.56M	Buy	33,224 +723	+2%	+$34.4K	0.07%	92
2018 Q1	$1.55M	Buy	+32,501	New	+$1.57M	0.09%	71

Other funds holding HYLS

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

FormulaFolio Investments's HYLS Position: Q2 2019 in Review

FormulaFolio Investments sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2019, closing a stake of 34,088 shares — an estimated $1.63M sold.

FormulaFolio Investments first reported a position in HYLS in Q1 2018 and held it in 5 quarters. The position peaked at $1.63M in Q1 2019. 133 funds tracked by Wall St. Rank hold HYLS as of Q2 2019.

FormulaFolio Investments reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2019 after selling out during the quarter.
FormulaFolio Investments sold 34,088 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2019, an estimated $1.63M.
FormulaFolio Investments first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2018 and held it in 5 quarters.
FormulaFolio Investments's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $1.63M in Q1 2019.
133 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2019.

Based on FormulaFolio Investments's 13F filing for Q2 2019, filed 12 Aug 2019.