Golden State Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Golden State Wealth Management’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
2026 Q1	–	Sell	-13,780	Closed	-$577K	–	1673
2025 Q4	$577K	Sell	13,780 -5,869	-30%	-$245K	0.06%	224
2025 Q3	$826K	Buy	19,649 +3,742	+24%	+$157K	0.09%	175
2025 Q2	$665K	Buy	15,907 +1,543	+11%	+$63.5K	0.08%	187
2025 Q1	$590K	Buy	14,364 +12,788	+811%	+$530K	0.09%	180
2024 Q4	$65.1K	Buy	+1,576	New	+$65.7K	0.01%	528
2020 Q4	–	Sell	-1,045	Closed	-$49K	–	319
2020 Q3	$49K	Buy	+1,045	New	+$49.4K	0.02%	329
2020 Q2	–	Sell	-1,045	Closed	-$44K	–	562
2020 Q1	$44K	Buy	+1,045	New	+$48.9K	0.02%	381
2019 Q4	–	Sell	-1,445	Closed	-$70K	–	446
2019 Q3	$70K	Hold	1,445	–	–	0.02%	366
2019 Q2	$69K	Sell	1,445 -3,973	-73%	-$191K	0.02%	392
2019 Q1	$259K	Buy	+5,418	New	+$256K	0.09%	190

Other funds holding HYLS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Golden State Wealth Management's HYLS Position: Q1 2026 in Review

Golden State Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2026, closing a stake of 13,780 shares — an estimated $577K sold.

Golden State Wealth Management first reported a position in HYLS in Q1 2019 and held it in 10 quarters. The position peaked at $826K in Q3 2025. 221 funds tracked by Wall St. Rank hold HYLS as of Q1 2026.

Golden State Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2026 after selling out during the quarter.
Golden State Wealth Management sold 13,780 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2026, an estimated $577K.
Golden State Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2019 and held it in 10 quarters.
Golden State Wealth Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $826K in Q3 2025.
221 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.