Global Financial Private Capital’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Global Financial Private Capital’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
2020 Q2	$14K	Sell	315 -112	-26%	-$5.09K	﹤0.01%	293
2020 Q1	$18K	Sell	427 -114	-21%	-$5.33K	﹤0.01%	287
2019 Q4	$26K	Sell	541 -287	-35%	-$13.9K	﹤0.01%	313
2019 Q3	$40K	Sell	828 -604	-42%	-$29.1K	﹤0.01%	284
2019 Q2	$69K	Sell	1,432 -11,130	-89%	-$535K	﹤0.01%	306
2019 Q1	$600K	Buy	12,562 +900	+8%	+$42.5K	0.03%	281
2018 Q4	$523K	Sell	11,662 -2,145	-16%	-$100K	0.03%	252
2018 Q3	$660K	Buy	13,807 +2,061	+18%	+$98.2K	0.02%	335
2018 Q2	$553K	Buy	11,746 +4,334	+58%	+$206K	0.02%	351
2018 Q1	$353K	Sell	7,412 -433	-6%	-$20.9K	0.01%	419
2017 Q4	$381K	Sell	7,845 -1,980	-20%	-$96.4K	0.01%	388
2017 Q3	$482K	Buy	+9,825	New	+$484K	0.02%	328
2017 Q2	–	Sell	-9,460	Closed	-$462K	–	228
2017 Q1	$462K	Buy	+9,460	New	+$461K	0.02%	174

Other funds holding HYLS

Morgan Stanley New York $1.66T AUM 25.57% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Global Financial Private Capital's HYLS Position: Q2 2020 in Review

Global Financial Private Capital reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 26% in Q2 2020, selling an estimated $5.09K and leaving 315 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Global Financial Private Capital first reported a position in HYLS in Q1 2017 and has held it in 13 quarters since. The position peaked at $660K in Q3 2018. 163 funds tracked by Wall St. Rank hold HYLS as of Q2 2020.

Global Financial Private Capital held 315 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $14K as of Q2 2020.
Global Financial Private Capital sold 112 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2020, an estimated $5.09K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up ﹤0.01% of Global Financial Private Capital's portfolio in Q2 2020, its #293 holding.
Global Financial Private Capital first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2017 and has held it in 13 quarters since.
Global Financial Private Capital's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $660K in Q3 2018.
163 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.