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Harvest Investment Services’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Harvest Investment 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
2026
Q2 		$1.84M Buy
45,203
+761
+2% +$31.1K 0.28% 95
2026
Q1 		$1.8M Sell
44,442
-2,528
-5% -$104K 0.33% 80
2025
Q4 		$1.97M Sell
46,970
-1,392
-3% -$58.2K 0.37% 71
2025
Q3 		$2.03M Buy
48,362
+1,174
+2% +$49.2K 0.41% 71
2025
Q2 		$1.97M Buy
47,188
+198
+0.4% +$8.15K 0.44% 56
2025
Q1 		$1.93M Sell
46,990
-19,997
-30% -$829K 0.54% 41
2024
Q4 		$2.77M Sell
66,987
-3,919
-6% -$163K 0.68% 39
2024
Q3 		$2.98M Buy
70,906
+40,433
+133% +$1.67M 0.95% 27
2024
Q2 		$1.24M Sell
30,473
-2,400
-7% -$97.6K 0.49% 50
2024
Q1 		$1.36M Sell
32,873
-16
-0% -$659 0.54% 51
2023
Q4 		$1.37M Sell
32,889
-176
-0.5% -$7.01K 0.63% 48
2023
Q3 		$1.3M Sell
33,065
-214
-0.6% -$8.49K 0.83% 34
2023
Q2 		$1.32M Sell
33,279
-362
-1% -$14.3K 0.75% 44
2023
Q1 		$1.34M Sell
33,641
-103
-0.3% -$4.1K 1.03% 30
2022
Q4 		$1.31M Buy
33,744
+1,169
+4% +$46K 1.4% 19
2022
Q3 		$1.25M Sell
32,575
-1,445
-4% -$58.8K 1.53% 16
2022
Q2 		$1.33M Sell
34,020
-1,809
-5% -$76.7K 1.02% 33
2022
Q1 		$1.64M Buy
35,829
+98
+0.3% +$4.54K 0.98% 30
2021
Q4 		$1.71M Buy
35,731
+3,414
+11% +$163K 0.72% 33
2021
Q3 		$1.56M Buy
32,317
+651
+2% +$31.5K 0.64% 42
2021
Q2 		$1.54M Buy
31,666
+2,453
+8% +$119K 0.65% 38
2021
Q1 		$1.42M Buy
29,213
+475
+2% +$23.2K 0.64% 41
2020
Q4 		$1.4M Sell
28,738
-63
-0.2% -$3.03K 0.72% 34
2020
Q3 		$1.36M Buy
28,801
+3,168
+12% +$150K 0.78% 28
2020
Q2 		$1.17M Buy
25,633
+10,555
+70% +$479K 0.7% 31
2020
Q1 		$633K Sell
15,078
-88,924
-86% -$4.16M 0.84% 36
2019
Q4 		$5.07M Sell
104,002
-2,395
-2% -$116K 2.69% 7
2019
Q3 		$5.13M Buy
106,397
+79,156
+291% +$3.81M 2.57% 7
2019
Q2 		$1.31M Sell
27,241
-3,411
-11% -$164K 0.75% 40
2019
Q1 		$1.47M Buy
30,652
+2,100
+7% +$99.1K 0.85% 35
2018
Q4 		$1.33M Buy
+28,552
New +$1.33M 1.23% 23

Other funds holding HYLS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
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
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Harvest Investment Services's HYLS Position: Q2 2026 in Review

Harvest Investment Services increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 1.7% in Q2 2026, buying an estimated $31.1K and bringing the position to 45,203 shares worth $1.84M. The position accounts for 0.28% of the portfolio, ranked #95.

Harvest Investment Services first reported a position in HYLS in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.13M in Q3 2019. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

  • Harvest Investment Services held 45,203 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $1.84M as of Q2 2026.
  • Harvest Investment Services bought 761 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $31.1K.
  • First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.28% of Harvest Investment Services's portfolio in Q2 2026, its #95 holding.
  • Harvest Investment Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2018 and has held it in 31 quarters since.
  • Harvest Investment Services's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $5.13M in Q3 2019.
  • 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 Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.