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

HBW Advisory 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
2025 Q3	–	Sell	-126,525	Closed	-$5.29M	–	430
2025 Q2	$5.29M	Buy	126,525 +4,769	+4%	+$196K	0.65%	27
2025 Q1	$5M	Sell	121,756 -45,445	-27%	-$1.88M	0.71%	25
2024 Q4	$6.91M	Buy	167,201 +1,428	+0.9%	+$59.6K	0.71%	21
2024 Q3	$6.96M	Buy	165,773 +8,382	+5%	+$347K	1.02%	18
2024 Q2	$6.39M	Buy	157,391 +33,101	+27%	+$1.35M	1.06%	13
2024 Q1	$5.17M	Hold	124,290	–	–	0.97%	17
2023 Q4	$5.17M	Sell	124,290 -781	-0.6%	-$31.1K	0.97%	17
2023 Q3	$4.91M	Buy	125,071 +28,642	+30%	+$1.14M	1.02%	14
2023 Q2	$3.82M	Buy	96,429 +14,418	+18%	+$571K	0.83%	29
2023 Q1	$3.26M	Buy	82,011 +1,408	+2%	+$56.1K	0.81%	36
2022 Q4	$3.14M	Buy	80,603 +2,805	+4%	+$110K	0.83%	33
2022 Q3	$2.98M	Buy	77,798 +5,565	+8%	+$226K	0.83%	34
2022 Q2	$2.83M	Sell	72,233 -1,088	-1%	-$46.1K	0.73%	48
2022 Q1	$3.35M	Buy	73,321 +4,774	+7%	+$221K	1.18%	16
2021 Q4	$3.28M	Buy	68,547 +9,957	+17%	+$476K	0.76%	42
2021 Q3	$2.82M	Buy	58,590 +11,402	+24%	+$551K	0.73%	46
2021 Q2	$2.29M	Buy	47,188 +3,647	+8%	+$177K	0.6%	55
2021 Q1	$2.12M	Sell	43,541 -807	-2%	-$39.4K	0.56%	64
2020 Q4	$2.16M	Buy	44,348 +6,586	+17%	+$317K	0.66%	58
2020 Q3	$1.78M	Buy	37,762 +14,408	+62%	+$681K	0.73%	54
2020 Q2	$1.07M	Buy	23,354 +2,442	+12%	+$111K	0.5%	65
2020 Q1	$914K	Buy	20,912 +2,060	+11%	+$96.4K	0.66%	54
2019 Q4	$922K	Buy	18,852 +4,778	+34%	+$231K	0.54%	56
2019 Q3	$675K	Buy	+14,074	New	+$678K	0.65%	50

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

&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

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

HBW Advisory Services's HYLS Position: Q3 2025 in Review

HBW Advisory Services sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2025, closing a stake of 126,525 shares — an estimated $5.29M sold.

HBW Advisory Services first reported a position in HYLS in Q3 2019 and held it in 24 quarters. The position peaked at $6.96M in Q3 2024. 209 funds tracked by Wall St. Rank hold HYLS as of Q3 2025.

HBW Advisory Services reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2025 after selling out during the quarter.
HBW Advisory Services sold 126,525 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2025, an estimated $5.29M.
HBW Advisory Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2019 and held it in 24 quarters.
HBW Advisory Services's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $6.96M in Q3 2024.
209 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2025.

Based on HBW Advisory Services's 13F filing for Q3 2025, filed 16 Oct 2025.