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

Freedom Financial 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
2025 Q1	–	Sell	-10,460	Closed	-$432K	–	78
2024 Q4	$432K	Buy	+10,460	New	+$436K	0.21%	55

Other funds holding HYLS

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Freedom Financial Partners's HYLS Position: Q1 2025 in Review

Freedom Financial Partners sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2025, closing a stake of 10,460 shares — an estimated $432K sold.

Freedom Financial Partners first reported a position in HYLS in Q4 2024 and held it in 1 quarter. The position peaked at $432K in Q4 2024. 222 funds tracked by Wall St. Rank hold HYLS as of Q1 2025.

Freedom Financial Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2025 after selling out during the quarter.
Freedom Financial Partners sold 10,460 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2025, an estimated $432K.
Freedom Financial Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2024 and held it in 1 quarter.
Freedom Financial Partners's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $432K in Q4 2024.
222 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2025.

Based on Freedom Financial Partners's 13F filing for Q1 2025, filed 10 Apr 2025.