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

Holistic Planning’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
2026 Q1	–	Sell	-10,069	Closed	-$421K	–	301
2025 Q4	$421K	Sell	10,069 -2,398	-19%	-$100K	0.09%	186
2025 Q3	$524K	Sell	12,467 -584	-4%	-$24.5K	0.14%	122
2025 Q2	$546K	Sell	13,051 -54	-0.4%	-$2.22K	0.16%	114
2025 Q1	$538K	Buy	+13,105	New	+$543K	0.18%	98

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Holistic Planning's HYLS Position: Q1 2026 in Review

Holistic Planning sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2026, closing a stake of 10,069 shares — an estimated $421K sold.

Holistic Planning first reported a position in HYLS in Q1 2025 and held it in 4 quarters. The position peaked at $546K in Q2 2025. 221 funds tracked by Wall St. Rank hold HYLS as of Q1 2026.

Holistic Planning reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2026 after selling out during the quarter.
Holistic Planning sold 10,069 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2026, an estimated $421K.
Holistic Planning first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2025 and held it in 4 quarters.
Holistic Planning's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $546K in Q2 2025.
221 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.