Guardian Wealth Advisors (North Carolina)’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-1,479	Closed	-$60.1K	–	459
2024 Q2	$60.1K	Hold	1,479	–	–	0.01%	293
2024 Q1	$61K	Hold	1,479	–	–	0.01%	307
2023 Q4	$61.5K	Hold	1,479	–	–	0.01%	285
2023 Q3	$58K	Hold	1,479	–	–	0.01%	281
2023 Q2	$58.6K	Hold	1,479	–	–	0.01%	269
2023 Q1	$58.8K	Hold	1,479	–	–	0.01%	258
2022 Q4	$57.6K	Buy	+1,479	New	+$58.2K	0.01%	249

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

Guardian Wealth Advisors (North Carolina)'s HYLS Position: Q3 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2024, closing a stake of 1,479 shares — an estimated $60.1K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in HYLS in Q4 2022 and held it in 7 quarters. The position peaked at $61.5K in Q4 2023. 213 funds tracked by Wall St. Rank hold HYLS as of Q3 2024.

Guardian Wealth Advisors (North Carolina) 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.
Guardian Wealth Advisors (North Carolina) sold 1,479 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2024, an estimated $60.1K.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2022 and held it in 7 quarters.
Guardian Wealth Advisors (North Carolina)'s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $61.5K in Q4 2023.
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 Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 14 Nov 2024.