Harel Insurance Investments & Financial Services’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Harel Insurance Investments & Financial Services’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
2021 Q1	–	Hold	0	–	–	–	706
2020 Q4	–	Sell	-88	Closed	-$4.23K	–	676
2020 Q3	$4K	Buy	+88	New	+$4.16K	﹤0.01%	605

Other funds holding HYLS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

OCM

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Harel Insurance Investments & Financial Services's HYLS Position: Q1 2021 in Review

Harel Insurance Investments & Financial Services held its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) position steady in Q1 2021 at 0 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Harel Insurance Investments & Financial Services first reported a position in HYLS in Q3 2020 and has held it in 1 quarter since. The position peaked at $4K in Q3 2020. 204 funds tracked by Wall St. Rank hold HYLS as of Q1 2021.

Harel Insurance Investments & Financial Services held 0 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $16K as of Q1 2021.
Harel Insurance Investments & Financial Services left its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF share count unchanged in Q1 2021.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q1 2021, its #706 holding.
Harel Insurance Investments & Financial Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2020 and has held it in 1 quarter since.
Harel Insurance Investments & Financial Services's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $4K in Q3 2020.
204 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2021, filed 27 Apr 2021.