Householder Group Estate & Retirement Specialist’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$74K	Buy	1,795 +14	+0.8%	+$584	0.06%	182
2024 Q3	$74K	Sell	1,781 -9	-0.5%	-$372	0.02%	413
2024 Q2	$72K	Buy	1,790 +13	+0.7%	+$529	0.02%	414
2024 Q1	$73.3K	Buy	+1,777	New	+$73.2K	0.02%	409
2023 Q1	$224K	Buy	+5,624	New	+$224K	0.09%	189
2022 Q1	–	Sell	-13,566	Closed	-$649K	–	199
2021 Q4	$649K	Buy	+13,566	New	+$648K	0.24%	106

Other funds holding HYLS

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's HYLS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 0.79% in Q4 2024, buying an estimated $584 and bringing the position to 1,795 shares worth $74K. The position accounts for 0.06% of the portfolio, ranked #182.

Householder Group Estate & Retirement Specialist first reported a position in HYLS in Q4 2021 and has held it in 6 quarters since. The position peaked at $649K in Q4 2021. 234 funds tracked by Wall St. Rank hold HYLS as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,795 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $74K as of Q4 2024.
Householder Group Estate & Retirement Specialist bought 14 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2024, an estimated $584.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.06% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #182 holding.
Householder Group Estate & Retirement Specialist first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2021 and has held it in 6 quarters since.
Householder Group Estate & Retirement Specialist's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $649K in Q4 2021.
234 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.