Holos Integrated Wealth’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Holos Integrated Wealth’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 Q3	$982K	Sell	24,901 -4,438	-15%	-$180K	0.44%	36
2026 Q2	$1.2M	Sell	29,339 -4,307	-13%	-$176K	0.56%	32
2026 Q1	$1.37M	Sell	33,646 -23,913	-42%	-$988K	0.69%	28
2025 Q4	$2.41M	Sell	57,559 -130,022	-69%	-$5.44M	1.35%	20
2025 Q3	$7.82M	Buy	187,581 +5,381	+3%	+$226K	4.6%	6
2025 Q2	$7.61M	Sell	182,200 -488	-0.3%	-$20.1K	4.58%	6
2025 Q1	$7.5M	Sell	182,688 -29,154	-14%	-$1.21M	4.92%	4
2024 Q4	$8.76M	Buy	+211,842	New	+$8.84M	5.98%	4

Other funds holding HYLS

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

BAWM

Bennett Associates Wealth Management Butler, Pennsylvania $165M AUM 14% 1-Year Est. Return

Holos Integrated Wealth's HYLS Position: Q3 2026 in Review

Holos Integrated Wealth reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 15% in Q3 2026, selling an estimated $180K and leaving 24,901 shares worth $982K. The position accounts for 0.44% of the portfolio, ranked #36.

Holos Integrated Wealth first reported a position in HYLS in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.76M in Q4 2024. 57 funds tracked by Wall St. Rank hold HYLS as of Q3 2026.

Holos Integrated Wealth held 24,901 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $982K as of Q3 2026.
Holos Integrated Wealth sold 4,438 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2026, an estimated $180K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.44% of Holos Integrated Wealth's portfolio in Q3 2026, its #36 holding.
Holos Integrated Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2024 and has held it in 8 quarters since.
Holos Integrated Wealth's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $8.76M in Q4 2024.
57 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.