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

Global Financial Private Client’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
2022 Q3	–	Sell	-47	Closed	-$1.87K	–	662
2022 Q2	$1.87K	Sell	47 -133	-74%	-$5.64K	﹤0.01%	528
2022 Q1	$8.21K	Hold	180	–	–	﹤0.01%	428
2021 Q4	$8.61K	Sell	180 -10	-5%	-$478	﹤0.01%	411
2021 Q3	$9.17K	Hold	190	–	–	﹤0.01%	360
2021 Q2	$9.23K	Hold	190	–	–	0.01%	370
2021 Q1	$9.27K	Hold	190	–	–	0.01%	320
2020 Q4	$9.26K	Sell	190 -482	-72%	-$23.2K	0.01%	311
2020 Q3	$31.8K	Sell	672 -724	-52%	-$34.2K	0.03%	223
2020 Q2	$64.3K	Sell	1,396 -1,564	-53%	-$71K	0.06%	185
2020 Q1	$125K	Sell	2,960 -1,017	-26%	-$47.6K	0.13%	122
2019 Q4	$194K	Buy	+3,977	New	+$192K	0.16%	113

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

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

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

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

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

Global Financial Private Client's HYLS Position: Q3 2022 in Review

Global Financial Private Client sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2022, closing a stake of 47 shares — an estimated $1.87K sold.

Global Financial Private Client first reported a position in HYLS in Q4 2019 and held it in 11 quarters. The position peaked at $194K in Q4 2019. 202 funds tracked by Wall St. Rank hold HYLS as of Q3 2022.

Global Financial Private Client reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2022 after selling out during the quarter.
Global Financial Private Client sold 47 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2022, an estimated $1.87K.
Global Financial Private Client first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2019 and held it in 11 quarters.
Global Financial Private Client's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $194K in Q4 2019.
202 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2022.

Based on Global Financial Private Client's 13F filing for Q3 2022, filed 16 May 2024.