ICA Group Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

ICA Group Wealth Management’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 Q2	$399K	Sell	9,812 -21,816	-69%	-$887K	0.24%	62
2024 Q1	$1.3M	Buy	31,628 +1,100	+4%	+$45.3K	0.26%	78
2023 Q4	$1.27M	Buy	30,528 +8,593	+39%	+$342K	0.28%	71
2023 Q3	$861K	Buy	21,935 +8,409	+62%	+$333K	0.24%	87
2023 Q2	$536K	Buy	13,526 +5,786	+75%	+$229K	0.13%	128
2023 Q1	$308K	Buy	7,740 +4,168	+117%	+$166K	0.07%	192
2022 Q4	$139K	Buy	+3,572	New	+$141K	0.03%	304

Other funds holding HYLS

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

ICA Group Wealth Management's HYLS Position: Q2 2024 in Review

ICA Group Wealth Management reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 69% in Q2 2024, selling an estimated $887K and leaving 9,812 shares worth $399K. The position accounts for 0.24% of the portfolio, ranked #62.

ICA Group Wealth Management first reported a position in HYLS in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.3M in Q1 2024. 211 funds tracked by Wall St. Rank hold HYLS as of Q2 2024.

ICA Group Wealth Management held 9,812 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $399K as of Q2 2024.
ICA Group Wealth Management sold 21,816 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2024, an estimated $887K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.24% of ICA Group Wealth Management's portfolio in Q2 2024, its #62 holding.
ICA Group Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2022 and has held it in 7 quarters since.
ICA Group Wealth Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $1.3M in Q1 2024.
211 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.