Gladstone Institutional Advisory’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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.04M Sell
50,071
-869
-2% -$35.5K 0.06% 290
2026
Q1
$2.07M Buy
50,940
+28,003
+122% +$1.16M 0.08% 258
2025
Q4
$960K Buy
22,937
+15,406
+205% +$644K 0.04% 374
2025
Q3
$317K Sell
7,531
-1,181
-14% -$49.5K 0.01% 633
2025
Q2
$364K Sell
8,712
-533
-6% -$21.9K 0.02% 573
2025
Q1
$379K Buy
9,245
+2,169
+31% +$89.9K 0.02% 537
2024
Q4
$292K Sell
7,076
-9,724
-58% -$406K 0.01% 593
2024
Q3
$705K Sell
16,800
-496
-3% -$20.5K 0.03% 372
2024
Q2
$703K Sell
17,296
-5,447
-24% -$221K 0.04% 362
2024
Q1
$938K Sell
22,743
-1,626
-7% -$66.9K 0.05% 295
2023
Q4
$1.01M Sell
24,369
-10,430
-30% -$415K 0.06% 285
2023
Q3
$1.37M Sell
34,799
-2,717
-7% -$108K 0.09% 232
2023
Q2
$1.49M Sell
37,516
-14,753
-28% -$584K 0.09% 225
2023
Q1
$2.08M Sell
52,269
-11,239
-18% -$447K 0.13% 189
2022
Q4
$2.47M Sell
63,508
-6,119
-9% -$241K 0.17% 169
2022
Q3
$2.67M Sell
69,627
-19,927
-22% -$810K 0.21% 119
2022
Q2
$3.51M Sell
89,554
-47,505
-35% -$2.01M 0.28% 86
2022
Q1
$6.27M Sell
137,059
-210,790
-61% -$9.76M 0.42% 51
2021
Q4
$16.6M Sell
347,849
-17,726
-5% -$847K 1.29% 8
2021
Q3
$17.6M Buy
365,575
+10,069
+3% +$487K 1.72% 5
2021
Q2
$17.2M Buy
355,506
+1,779
+0.5% +$86.5K 2.05% 3
2021
Q1
$17.2M Sell
353,727
-68,235
-16% -$3.33M 2.67% 2
2020
Q4
$20.6M Buy
421,962
+23,656
+6% +$1.14M 4.1% 2
2020
Q3
$18.8M Buy
398,306
+79,201
+25% +$3.74M 4.49% 3
2020
Q2
$14.6M Buy
319,105
+269,660
+545% +$12.2M 3.72% 3
2020
Q1
$2.08M Buy
49,445
+34,929
+241% +$1.63M 0.54% 44
2019
Q4
$708K Buy
+14,516
New +$701K 0.17% 108
2019
Q2
Sell
-10,469
Closed -$500K 277
2019
Q1
$500K Buy
+10,469
New +$494K 0.18% 106

Other funds holding HYLS

Gladstone Institutional Advisory's HYLS Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 1.7% in Q2 2026, selling an estimated $35.5K and leaving 50,071 shares worth $2.04M. The position accounts for 0.06% of the portfolio, ranked #290.

Gladstone Institutional Advisory first reported a position in HYLS in Q1 2019 and has held it in 28 quarters since. The position peaked at $20.6M in Q4 2020. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

  • Gladstone Institutional Advisory held 50,071 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $2.04M as of Q2 2026.
  • Gladstone Institutional Advisory sold 869 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $35.5K.
  • First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.06% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #290 holding.
  • Gladstone Institutional Advisory first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2019 and has held it in 28 quarters since.
  • Gladstone Institutional Advisory's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $20.6M in Q4 2020.
  • 215 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 Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.