Hobart Private Capital’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Hobart Private Capital’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
2019 Q2	–	Sell	-35,623	Closed	-$1.7M	–	158
2019 Q1	$1.7M	Sell	35,623 -8,748	-20%	-$413K	1.29%	19
2018 Q4	$1.99M	Sell	44,371 -6,197	-12%	-$289K	1.71%	9
2018 Q3	$2.42M	Sell	50,568 -4,908	-9%	-$234K	1.85%	11
2018 Q2	$2.61M	Sell	55,476 -3,989	-7%	-$190K	2.13%	8
2018 Q1	$2.83M	Buy	59,465 +4,360	+8%	+$210K	2.48%	7
2017 Q4	$2.68M	Buy	+55,105	New	+$2.68M	2.39%	9

Other funds holding HYLS

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JCM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hobart Private Capital's HYLS Position: Q2 2019 in Review

Hobart Private Capital sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2019, closing a stake of 35,623 shares — an estimated $1.7M sold.

Hobart Private Capital first reported a position in HYLS in Q4 2017 and held it in 6 quarters. The position peaked at $2.83M in Q1 2018. 133 funds tracked by Wall St. Rank hold HYLS as of Q2 2019.

Hobart Private Capital reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2019 after selling out during the quarter.
Hobart Private Capital sold 35,623 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2019, an estimated $1.7M.
Hobart Private Capital first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2017 and held it in 6 quarters.
Hobart Private Capital's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $2.83M in Q1 2018.
133 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2019.

Based on Hobart Private Capital's 13F filing for Q2 2019, filed 11 Mar 2024.