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

Holistic Financial Partners’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 Q4	–	Sell	-5,234	Closed	-$252K	–	114
2019 Q3	$252K	Hold	5,234	–	–	0.22%	64
2019 Q2	$252K	Buy	+5,234	New	+$252K	0.25%	59

Other funds holding HYLS

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JCM

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

AWMS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Holistic Financial Partners's HYLS Position: Q4 2019 in Review

Holistic Financial Partners sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q4 2019, closing a stake of 5,234 shares — an estimated $252K sold.

Holistic Financial Partners first reported a position in HYLS in Q2 2019 and held it in 2 quarters. The position peaked at $252K in Q3 2019. 155 funds tracked by Wall St. Rank hold HYLS as of Q4 2019.

Holistic Financial Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q4 2019 after selling out during the quarter.
Holistic Financial Partners sold 5,234 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2019, an estimated $252K.
Holistic Financial Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2019 and held it in 2 quarters.
Holistic Financial Partners's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $252K in Q3 2019.
155 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2019.

Based on Holistic Financial Partners's 13F filing for Q4 2019, filed 6 Feb 2020.