Global Retirement Partners’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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.6K | Buy |
+1,951
| New | +$81.6K | ﹤0.01% | 1524 |
|
|
2024
Q4 | $58.9K | Sell |
1,424
-645
| -31% | -$26.7K | ﹤0.01% | 1544 |
|
|
2024
Q3 | $86.8K | Buy |
2,069
+427
| +26% | +$17.9K | ﹤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% | -$8.54K | ﹤0.01% | 1233 |
|
|
2023
Q4 | $80K | Buy |
1,940
+322
| +20% | +$13.3K | ﹤0.01% | 1158 |
|
|
2023
Q3 | $62.5K | Sell |
1,618
-1,982
| -55% | -$76.5K | ﹤0.01% | 1163 |
|
|
2023
Q2 | $143K | Buy |
3,600
+7
| +0.2% | +$277 | 0.01% | 813 |
|
|
2023
Q1 | $142K | Sell |
3,593
-701
| -16% | -$27.8K | 0.01% | 795 |
|
|
2022
Q4 | $167K | Buy |
4,294
+1,813
| +73% | +$70.6K | 0.01% | 652 |
|
|
2022
Q3 | $98K | Sell |
2,481
-70
| -3% | -$2.77K | 0.01% | 780 |
|
|
2022
Q2 | $100K | Buy |
2,551
+253
| +11% | +$9.92K | 0.01% | 743 |
|
|
2022
Q1 | $94K | Buy |
+2,298
| New | +$94K | 0.01% | 782 |
|
|
2021
Q4 | – | Sell |
-1,631
| Closed | -$79K | – | 931 |
|
|
2021
Q3 | $79K | Buy |
1,631
+205
| +14% | +$9.93K | 0.01% | 716 |
|
|
2021
Q2 | $69K | Hold |
1,426
| – | – | 0.01% | 744 |
|
|
2021
Q1 | $69K | Hold |
1,426
| – | – | 0.01% | 670 |
|
|
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% | +$29.9K | 0.01% | 575 |
|
|
2020
Q1 | $32K | Hold |
770
| – | – | 0.01% | 676 |
|
|
2019
Q4 | $38K | Sell |
770
-342
| -31% | -$16.9K | 0.01% | 709 |
|
|
2019
Q3 | $54K | Buy |
1,112
+342
| +44% | +$16.6K | 0.01% | 613 |
|
|
2019
Q2 | $37K | Hold |
770
| – | – | 0.01% | 689 |
|
|
2019
Q1 | $37K | Buy |
+770
| New | +$37K | 0.01% | 626 |
|