Garden State Investment Advisory Services’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Garden State Investment Advisory Services’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
2024 Q4	–	Sell	-7,551	Closed	-$317K	–	286
2024 Q3	$317K	Sell	7,551 -2,375	-24%	-$98.3K	0.1%	171
2024 Q2	$403K	Sell	9,926 -700	-7%	-$28.5K	0.14%	134
2024 Q1	$436K	Buy	10,626 +3,760	+55%	+$155K	0.16%	125
2023 Q4	$285K	Buy	6,866 +1,350	+24%	+$53.7K	0.11%	161
2023 Q3	$216K	Hold	5,516	–	–	0.1%	169
2023 Q2	$219K	Hold	5,516	–	–	0.09%	184
2023 Q1	$219K	Hold	5,516	–	–	0.09%	174
2022 Q4	$215K	Buy	+5,516	New	+$217K	0.13%	161

Other funds holding HYLS

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Garden State Investment Advisory Services's HYLS Position: Q4 2024 in Review

Garden State Investment Advisory Services sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q4 2024, closing a stake of 7,551 shares — an estimated $317K sold.

Garden State Investment Advisory Services first reported a position in HYLS in Q4 2022 and held it in 8 quarters. The position peaked at $436K in Q1 2024. 234 funds tracked by Wall St. Rank hold HYLS as of Q4 2024.

Garden State Investment Advisory Services reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q4 2024 after selling out during the quarter.
Garden State Investment Advisory Services sold 7,551 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2024, an estimated $317K.
Garden State Investment Advisory Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2022 and held it in 8 quarters.
Garden State Investment Advisory Services's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $436K in Q1 2024.
234 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2024.

Based on Garden State Investment Advisory Services's 13F filing for Q4 2024, filed 13 Feb 2025.