BFC Planning, Inc.’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

BFC Planning, Inc.’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
2026 Q2	$148K	Buy	3,633 +759	+26%	+$31K	0.01%	1061
2026 Q1	$117K	Hold	2,874	–	–	0.01%	1058
2025 Q4	$120K	Hold	2,874	–	–	0.01%	1046
2025 Q3	$121K	Hold	2,874	–	–	0.01%	853
2025 Q2	$120K	Hold	2,874	–	–	0.01%	809
2025 Q1	$118K	Sell	2,874 -362	-11%	-$15K	0.01%	803
2024 Q4	$134K	Buy	+3,236	New	+$135K	0.01%	752

Other funds holding HYLS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BFC Planning, Inc.'s HYLS Position: Q2 2026 in Review

BFC Planning, Inc. increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 26% in Q2 2026, buying an estimated $31K and bringing the position to 3,633 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #1061.

BFC Planning, Inc. first reported a position in HYLS in Q4 2024 and has held it in 7 quarters since. 217 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

BFC Planning, Inc. held 3,633 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $148K as of Q2 2026.
BFC Planning, Inc. bought 759 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $31K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1061 holding.
BFC Planning, Inc. first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2024 and has held it in 7 quarters since.
217 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.