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

Horizon Investments’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 Q1	–	Sell	-918,509	Closed	-$41.2M	–	444
2018 Q4	$41.2M	Buy	918,509 +358,580	+64%	+$16.7M	2.08%	13
2018 Q3	$26.6M	Buy	559,929 +31,457	+6%	+$1.5M	0.89%	23
2018 Q2	$24.8M	Buy	528,472 +189,697	+56%	+$9.03M	1.08%	23
2018 Q1	$16.1M	Buy	+338,775	New	+$16.3M	0.7%	29
2016 Q4	–	Sell	-578,088	Closed	-$28.1M	–	174
2016 Q3	$28.1M	Buy	+578,088	New	+$28.1M	1.93%	17

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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 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

AWMS

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Horizon Investments's HYLS Position: Q1 2019 in Review

Horizon Investments sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2019, closing a stake of 918,509 shares — an estimated $41.2M sold.

Horizon Investments first reported a position in HYLS in Q3 2016 and held it in 5 quarters. The position peaked at $41.2M in Q4 2018. 132 funds tracked by Wall St. Rank hold HYLS as of Q1 2019.

Horizon Investments reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2019 after selling out during the quarter.
Horizon Investments sold 918,509 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2019, an estimated $41.2M.
Horizon Investments first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2016 and held it in 5 quarters.
Horizon Investments's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $41.2M in Q4 2018.
132 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2019.

Based on Horizon Investments's 13F filing for Q1 2019, filed 16 May 2019.