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

Helium Advisors’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
-5,203
Closed -$218K – 93
2025
Q2 		$218K Buy
5,203
+41
+0.8% +$1.69K 0.14% 98
2025
Q1 		$212K Buy
5,162
+26
+0.5% +$1.08K 0.15% 96
2024
Q4 		$212K Buy
+5,136
New +$214K 0.17% 92

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
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Helium Advisors's HYLS Position: Q3 2025 in Review

Helium Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2025, closing a stake of 5,203 shares — an estimated $218K sold.

Helium Advisors first reported a position in HYLS in Q4 2024 and held it in 3 quarters. The position peaked at $218K in Q2 2025. 209 funds tracked by Wall St. Rank hold HYLS as of Q3 2025.

  • Helium Advisors 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.
  • Helium Advisors sold 5,203 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2025, an estimated $218K.
  • Helium Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2024 and held it in 3 quarters.
  • Helium Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $218K in Q2 2025.
  • 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 Helium Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.