Iams Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Buy |
9,573
+76
| +0.8% | +$3.18K | 0.18% | 123 |
|
|
2025
Q1 | $390K | Sell |
9,497
-8,585
| -47% | -$352K | 0.18% | 124 |
|
|
2024
Q4 | $747K | Sell |
18,082
-2,386
| -12% | -$98.6K | 0.34% | 82 |
|
|
2024
Q3 | $859K | Buy |
20,468
+5,206
| +34% | +$218K | 0.42% | 70 |
|
|
2024
Q2 | $620K | Sell |
15,262
-2,786
| -15% | -$113K | 0.34% | 81 |
|
|
2024
Q1 | $742K | Buy |
18,048
+1,016
| +6% | +$41.8K | 0.45% | 64 |
|
|
2023
Q4 | $708K | Sell |
17,032
-126
| -0.7% | -$5.24K | 0.46% | 65 |
|
|
2023
Q3 | $673K | Buy |
+17,158
| New | +$673K | 0.47% | 66 |
|
|
2023
Q2 | – | Sell |
-7,840
| Closed | -$309K | – | 75 |
|
|
2023
Q1 | $309K | Buy |
7,840
+2,563
| +49% | +$101K | 0.26% | 86 |
|
|
2022
Q4 | $205K | Buy |
+5,277
| New | +$205K | 0.21% | 95 |
|