Fort Point Capital Partners’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Fort Point Capital Partners’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
2018 Q1	–	Sell	-34,858	Closed	-$1.7M	–	162
2017 Q4	$1.7M	Sell	34,858 -3,060	-8%	-$149K	0.79%	27
2017 Q3	$1.86M	Sell	37,918 -5,328	-12%	-$263K	0.89%	24
2017 Q2	$2.13M	Buy	43,246 +5,647	+15%	+$278K	1.18%	19
2017 Q1	$1.84M	Sell	37,599 -1,549	-4%	-$75.5K	0.95%	22
2016 Q4	$1.9M	Buy	39,148 +4,388	+13%	+$211K	1.04%	23
2016 Q3	$1.69M	Buy	+34,760	New	+$1.69M	0.77%	30

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fort Point Capital Partners's HYLS Position: Q1 2018 in Review

Fort Point Capital Partners sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2018, closing a stake of 34,858 shares — an estimated $1.7M sold.

Fort Point Capital Partners first reported a position in HYLS in Q3 2016 and held it in 6 quarters. The position peaked at $2.13M in Q2 2017. 128 funds tracked by Wall St. Rank hold HYLS as of Q1 2018.

Fort Point Capital Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2018 after selling out during the quarter.
Fort Point Capital Partners sold 34,858 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2018, an estimated $1.7M.
Fort Point Capital Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2016 and held it in 6 quarters.
Fort Point Capital Partners's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $2.13M in Q2 2017.
128 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2018.

Based on Fort Point Capital Partners's 13F filing for Q1 2018, filed 15 May 2018.