Golden State Wealth Management’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 | $665K | Buy |
15,907
+1,543
| +11% | +$64.5K | 0.08% | 187 |
|
|
2025
Q1 | $590K | Buy |
14,364
+12,788
| +811% | +$525K | 0.09% | 180 |
|
|
2024
Q4 | $65.1K | Buy |
+1,576
| New | +$65.1K | 0.01% | 528 |
|
|
2020
Q4 | – | Sell |
-1,045
| Closed | -$49K | – | 319 |
|
|
2020
Q3 | $49K | Buy |
+1,045
| New | +$49K | 0.02% | 329 |
|
|
2020
Q2 | – | Sell |
-1,045
| Closed | -$44K | – | 498 |
|
|
2020
Q1 | $44K | Buy |
+1,045
| New | +$44K | 0.02% | 381 |
|
|
2019
Q4 | – | Sell |
-1,445
| Closed | -$70K | – | 440 |
|
|
2019
Q3 | $70K | Hold |
1,445
| – | – | 0.02% | 366 |
|
|
2019
Q2 | $69K | Sell |
1,445
-3,973
| -73% | -$190K | 0.02% | 392 |
|
|
2019
Q1 | $259K | Buy |
+5,418
| New | +$259K | 0.09% | 190 |
|