Founders Financial Securities’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Founders Financial Securities’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 Q1	–	Sell	-6,581	Closed	-$295K	–	120
2018 Q4	$295K	Sell	6,581 -20,044	-75%	-$936K	0.11%	89
2018 Q3	$1.27M	Buy	26,625 +4,972	+23%	+$237K	0.35%	42
2018 Q2	$1.02M	Buy	21,653 +3,002	+16%	+$143K	0.31%	48
2018 Q1	$888K	Buy	+18,651	New	+$899K	0.29%	51
2016 Q4	–	Sell	-15,519	Closed	-$755K	–	89
2016 Q3	$755K	Buy	+15,519	New	+$753K	0.32%	46

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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 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

AWMS

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

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

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

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

Founders Financial Securities's HYLS Position: Q1 2019 in Review

Founders Financial Securities sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2019, closing a stake of 6,581 shares — an estimated $295K sold.

Founders Financial Securities first reported a position in HYLS in Q3 2016 and held it in 5 quarters. The position peaked at $1.27M in Q3 2018. 132 funds tracked by Wall St. Rank hold HYLS as of Q1 2019.

Founders Financial Securities reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2019 after selling out during the quarter.
Founders Financial Securities sold 6,581 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2019, an estimated $295K.
Founders Financial Securities first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2016 and held it in 5 quarters.
Founders Financial Securities's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $1.27M in Q3 2018.
132 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2019.

Based on Founders Financial Securities's 13F filing for Q1 2019, filed 25 Apr 2019.