FSB Premier Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.49M | Buy |
35,618
+2,019
| +6% | +$84.4K | 0.53% | 54 |
|
2025
Q1 | $1.38M | Buy |
33,599
+5,375
| +19% | +$221K | 0.54% | 52 |
|
2024
Q4 | $1.17M | Buy |
28,224
+3,954
| +16% | +$163K | 0.47% | 54 |
|
2024
Q3 | $1.02M | Buy |
+24,270
| New | +$1.02M | 0.42% | 67 |
|
2022
Q2 | – | Sell |
-4,786
| Closed | -$210K | – | 133 |
|
2022
Q1 | $210K | Buy |
4,786
+4,514
| +1,660% | +$198K | 0.11% | 130 |
|
2021
Q4 | $13K | Buy |
+272
| New | +$13K | 0.01% | 386 |
|
2021
Q3 | – | Sell |
-4,248
| Closed | -$206K | – | 108 |
|
2021
Q2 | $206K | Buy |
4,248
+102
| +2% | +$4.95K | 0.11% | 99 |
|
2021
Q1 | $201K | Sell |
4,146
-159
| -4% | -$7.71K | 0.11% | 98 |
|
2020
Q4 | $209K | Buy |
+4,305
| New | +$209K | 0.11% | 98 |
|