GeoWealth Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

GeoWealth Management’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	-90,755	Closed	-$3.75M	–	1406
2024 Q4	$3.75M	Buy	90,755 +21,649	+31%	+$903K	0.12%	118
2024 Q3	$2.9M	Buy	69,106 +63,448	+1,121%	+$2.63M	0.1%	151
2024 Q2	$230K	Buy	+5,658	New	+$230K	0.01%	650
2024 Q1	–	Sell	-61,665	Closed	-$2.56M	–	873
2023 Q4	$2.56M	Buy	61,665 +1,051	+2%	+$41.8K	0.21%	100
2023 Q3	$2.38M	Buy	60,614 +42,979	+244%	+$1.7M	0.27%	91
2023 Q2	$699K	Buy	17,635 +15,153	+611%	+$600K	0.08%	144
2023 Q1	$99K	Sell	2,482 -27,968	-92%	-$1.11M	0.01%	241
2022 Q4	$1.19M	Sell	30,450 -27,233	-47%	-$1.07M	0.13%	103
2022 Q3	$2.21M	Sell	57,683 -732	-1%	-$29.8K	0.24%	79
2022 Q2	$2.29M	Sell	58,415 -29	-0%	-$1.23K	0.31%	75
2022 Q1	$2.67M	Buy	58,444 +1,100	+2%	+$50.9K	0.24%	94
2021 Q4	$2.75M	Sell	57,344 -210,125	-79%	-$10M	0.22%	90
2021 Q3	$12.9M	Buy	+267,469	New	+$12.9M	1.06%	21

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

GeoWealth Management's HYLS Position: Q1 2025 in Review

GeoWealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2025, closing a stake of 90,755 shares — an estimated $3.75M sold.

GeoWealth Management first reported a position in HYLS in Q3 2021 and held it in 13 quarters. The position peaked at $12.9M in Q3 2021. 222 funds tracked by Wall St. Rank hold HYLS as of Q1 2025.

GeoWealth Management 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.
GeoWealth Management sold 90,755 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2025, an estimated $3.75M.
GeoWealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2021 and held it in 13 quarters.
GeoWealth Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $12.9M in Q3 2021.
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 GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.