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

HL 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
2018 Q4	–	Sell	-5,411	Closed	-$259K	–	751
2018 Q3	$259K	Sell	5,411 -108	-2%	-$5.15K	﹤0.01%	675
2018 Q2	$260K	Buy	5,519 +12	+0.2%	+$571	﹤0.01%	619
2018 Q1	$262K	Buy	5,507 +267	+5%	+$12.9K	﹤0.01%	617
2017 Q4	$255K	Buy	5,240 +988	+23%	+$48.1K	﹤0.01%	541
2017 Q3	$209K	Buy	+4,252	New	+$210K	﹤0.01%	648
2017 Q2	–	Sell	-14,037	Closed	-$686K	–	683
2017 Q1	$686K	Buy	14,037 +5,361	+62%	+$261K	0.01%	396
2016 Q4	$418K	Buy	8,676 +1,788	+26%	+$86.2K	0.01%	494
2016 Q3	$335K	Buy	+6,888	New	+$334K	0.01%	508

Other funds holding HYLS

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

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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HL Financial Services's HYLS Position: Q4 2018 in Review

HL Financial Services sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q4 2018, closing a stake of 5,411 shares — an estimated $259K sold.

HL Financial Services first reported a position in HYLS in Q3 2016 and held it in 8 quarters. The position peaked at $686K in Q1 2017. 135 funds tracked by Wall St. Rank hold HYLS as of Q4 2018.

HL Financial Services reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q4 2018 after selling out during the quarter.
HL Financial Services sold 5,411 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2018, an estimated $259K.
HL Financial Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2016 and held it in 8 quarters.
HL Financial Services's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $686K in Q1 2017.
135 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2018.

Based on HL Financial Services's 13F filing for Q4 2018, filed 7 Feb 2019.