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

Harbour 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
2026 Q2	$5.21M	Buy	128,171 +16,000	+14%	+$654K	0.07%	262
2026 Q1	$4.55M	Buy	112,171 +59,755	+114%	+$2.47M	0.07%	263
2025 Q4	$2.19M	Buy	52,416 +1,748	+3%	+$73.1K	0.04%	369
2025 Q3	$2.13M	Buy	50,668 +2,964	+6%	+$124K	0.05%	333
2025 Q2	$1.99M	Sell	47,704 -5,102	-10%	-$210K	0.05%	331
2025 Q1	$2.17M	Sell	52,806 -2,125	-4%	-$88.1K	0.06%	272
2024 Q4	$2.27M	Sell	54,931 -5,357	-9%	-$223K	0.07%	257
2024 Q3	$2.53M	Buy	60,288 +3,296	+6%	+$136K	0.08%	222
2024 Q2	$2.32M	Sell	56,992 -59,939	-51%	-$2.44M	0.08%	226
2024 Q1	$4.82M	Buy	116,931 +950	+0.8%	+$39.1K	0.17%	109
2023 Q4	$4.82M	Sell	115,981 -1,580	-1%	-$62.9K	0.2%	92
2023 Q3	$4.61M	Sell	117,561 -4,187	-3%	-$166K	0.23%	81
2023 Q2	$4.82M	Sell	121,748 -1,506	-1%	-$59.6K	0.24%	73
2023 Q1	$4.9M	Sell	123,254 -546	-0.4%	-$21.7K	0.27%	62
2022 Q4	$4.82M	Sell	123,800 -14,792	-11%	-$582K	0.29%	54
2022 Q3	$5.43M	Hold	138,592	–	–	0.37%	43
2022 Q2	$5.43M	Buy	+138,592	New	+$5.87M	0.37%	43
2021 Q4	$5.24M	Buy	109,570 +20,041	+22%	+$958K	0.31%	59
2021 Q3	$4.31M	Sell	89,529 -4,373	-5%	-$211K	0.14%	142
2021 Q2	$4.55M	Buy	93,902 +9,007	+11%	+$438K	0.15%	131
2021 Q1	$4.13M	Buy	+84,895	New	+$4.15M	0.15%	133

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

KFP

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Harbour Investments's HYLS Position: Q2 2026 in Review

Harbour Investments increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 14% in Q2 2026, buying an estimated $654K and bringing the position to 128,171 shares worth $5.21M. The position accounts for 0.07% of the portfolio, ranked #262.

Harbour Investments first reported a position in HYLS in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.43M in Q3 2022. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Harbour Investments held 128,171 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $5.21M as of Q2 2026.
Harbour Investments bought 16,000 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $654K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.07% of Harbour Investments's portfolio in Q2 2026, its #262 holding.
Harbour Investments first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2021 and has held it in 21 quarters since.
Harbour Investments's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $5.43M in Q3 2022.
215 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.