Global Wealth Management Investment Advisory’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Global Wealth Management Investment Advisory’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
2021 Q1	–	Sell	-36	Closed	-$2K	–	487
2020 Q4	$2K	Hold	36	–	–	﹤0.01%	391
2020 Q3	$2K	Sell	36 -81	-69%	-$3.83K	﹤0.01%	384
2020 Q2	$5K	Sell	117 -367	-76%	-$16.7K	﹤0.01%	424
2020 Q1	$20K	Sell	484 -240	-33%	-$11.2K	0.01%	257
2019 Q4	$35K	Hold	724	–	–	0.01%	210
2019 Q3	$35K	Sell	724 -384	-35%	-$18.5K	0.02%	196
2019 Q2	$53K	Sell	1,108 -8,872	-89%	-$426K	0.03%	166
2019 Q1	$477K	Sell	9,980 -16,274	-62%	-$768K	0.25%	81
2018 Q4	$1.18M	Buy	+26,254	New	+$1.23M	0.68%	54

Other funds holding HYLS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OCM

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Global Wealth Management Investment Advisory's HYLS Position: Q1 2021 in Review

Global Wealth Management Investment Advisory sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2021, closing a stake of 36 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in HYLS in Q4 2018 and held it in 9 quarters. The position peaked at $1.18M in Q4 2018. 204 funds tracked by Wall St. Rank hold HYLS as of Q1 2021.

Global Wealth Management Investment Advisory reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 36 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2021, an estimated $2K.
Global Wealth Management Investment Advisory first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2018 and held it in 9 quarters.
Global Wealth Management Investment Advisory's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $1.18M in Q4 2018.
204 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2021, filed 17 May 2021.