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Global Retirement Partners’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Global Retirement Partners’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
Q4 		$162K Buy
3,873
+1,562
+68% +$65.3K ﹤0.01% 1595
2025
Q3 		$97.2K Buy
2,311
+360
+18% +$15.1K ﹤0.01% 1528
2025
Q2 		$81.6K Buy
+1,951
New +$80.3K ﹤0.01% 1524
2024
Q4 		$58.9K Sell
1,424
-645
-31% -$26.9K ﹤0.01% 1544
2024
Q3 		$86.8K Buy
2,069
+427
+26% +$17.7K ﹤0.01% 1305
2024
Q2 		$66.7K Sell
1,642
-91
-5% -$3.7K ﹤0.01% 1387
2024
Q1 		$71.5K Sell
1,733
-207
-11% -$8.52K ﹤0.01% 1233
2023
Q4 		$80K Buy
1,940
+322
+20% +$12.8K ﹤0.01% 1158
2023
Q3 		$62.5K Sell
1,618
-1,982
-55% -$78.6K ﹤0.01% 1164
2023
Q2 		$143K Buy
3,600
+7
+0.2% +$277 0.01% 813
2023
Q1 		$142K Sell
3,593
-701
-16% -$27.9K 0.01% 795
2022
Q4 		$167K Buy
4,294
+1,813
+73% +$71.3K 0.01% 652
2022
Q3 		$98K Sell
2,481
-70
-3% -$2.85K 0.01% 780
2022
Q2 		$100K Buy
2,551
+253
+11% +$10.7K 0.01% 743
2022
Q1 		$94K Buy
+2,298
New +$106K 0.01% 782
2021
Q4 		– Sell
-1,631
Closed -$79K – 929
2021
Q3 		$79K Buy
1,631
+205
+14% +$9.91K 0.01% 716
2021
Q2 		$69K Hold
1,426
– – 0.01% 744
2021
Q1 		$69K Hold
1,426
– – 0.01% 671
2020
Q4 		$69K Hold
1,426
– – 0.01% 621
2020
Q3 		$67K Hold
1,426
– – 0.01% 570
2020
Q2 		$65K Buy
1,426
+656
+85% +$29.8K 0.01% 575
2020
Q1 		$32K Hold
770
– – 0.01% 677
2019
Q4 		$38K Sell
770
-342
-31% -$16.5K 0.01% 709
2019
Q3 		$54K Buy
1,112
+342
+44% +$16.5K 0.01% 613
2019
Q2 		$37K Hold
770
– – 0.01% 689
2019
Q1 		$37K Buy
+770
New +$36.3K 0.01% 626

Other funds holding HYLS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Global Retirement Partners's HYLS Position: Q4 2025 in Review

Global Retirement Partners increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 68% in Q4 2025, buying an estimated $65.3K and bringing the position to 3,873 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Global Retirement Partners first reported a position in HYLS in Q1 2019 and has held it in 26 quarters since. The position peaked at $167K in Q4 2022. 221 funds tracked by Wall St. Rank hold HYLS as of Q4 2025.

  • Global Retirement Partners held 3,873 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $162K as of Q4 2025.
  • Global Retirement Partners bought 1,562 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2025, an estimated $65.3K.
  • First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1595 holding.
  • Global Retirement Partners 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 26 quarters since.
  • Global Retirement Partners's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $167K in Q4 2022.
  • 221 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.