Gradient Investments’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Gradient Investments’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
2024 Q3	–	Sell	-19	Closed	-$772	–	765
2024 Q2	$772	Buy	+19	New	+$772	﹤0.01%	1115
2022 Q4	–	Sell	-284	Closed	-$11K	–	1562
2022 Q3	$11K	Buy	+284	New	+$11.5K	﹤0.01%	776
2019 Q4	–	Sell	-96	Closed	-$5K	–	1151
2019 Q3	$5K	Buy	96 +24	+33%	+$1.16K	﹤0.01%	796
2019 Q2	$3K	Sell	72 -147	-67%	-$7.07K	﹤0.01%	830
2019 Q1	$10K	Buy	+219	New	+$10.3K	﹤0.01%	553
2018 Q4	–	Sell	-270	Closed	-$13K	–	989
2018 Q3	$13K	Hold	270	–	–	﹤0.01%	580
2018 Q2	$13K	Hold	270	–	–	﹤0.01%	561
2018 Q1	$13K	Buy	+270	New	+$13K	﹤0.01%	575
2017 Q3	–	Sell	-59	Closed	-$3K	–	445
2017 Q2	$3K	Sell	59 -1,031	-95%	-$50.7K	﹤0.01%	649
2017 Q1	$53K	Buy	1,090 +974	+840%	+$47.5K	﹤0.01%	305
2016 Q4	$6K	Buy	+116	New	+$5.59K	﹤0.01%	522
2016 Q2	–	Sell	-245	Closed	-$12K	–	744
2016 Q1	$12K	Buy	+245	New	+$11.4K	﹤0.01%	418

Other funds holding HYLS

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

OCM

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

KFP

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

Gradient Investments's HYLS Position: Q3 2024 in Review

Gradient Investments sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2024, closing a stake of 19 shares — an estimated $772 sold.

Gradient Investments first reported a position in HYLS in Q1 2016 and held it in 12 quarters. The position peaked at $53K in Q1 2017. 213 funds tracked by Wall St. Rank hold HYLS as of Q3 2024.

Gradient Investments reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 19 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2024, an estimated $772.
Gradient Investments first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2016 and held it in 12 quarters.
Gradient Investments's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $53K in Q1 2017.
213 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.