HI
HYLS icon

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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return