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

IFC Holdings’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
2018 Q1	–	Sell	-56,228	Closed	-$2.73M	–	176
2017 Q4	$2.73M	Buy	56,228 +27,704	+97%	+$1.35M	0.19%	76
2017 Q3	$1.4M	Sell	28,524 -37,660	-57%	-$1.86M	0.1%	151
2017 Q2	$3.26M	Sell	66,184 -12,472	-16%	-$614K	0.25%	64
2017 Q1	$3.85M	Sell	78,656 -18,233	-19%	-$889K	0.34%	44
2016 Q4	$4.67M	Buy	96,889 +54,722	+130%	+$2.64M	0.46%	36
2016 Q3	$2.05M	Sell	42,167 -8,998	-18%	-$437K	0.22%	80
2016 Q2	$2.45M	Buy	51,165 +7,845	+18%	+$374K	0.28%	71
2016 Q1	$2.06M	Sell	43,320 -1,591	-4%	-$74.1K	0.26%	66
2015 Q4	$2.12M	Sell	44,911 -2,092	-4%	-$100K	0.28%	67
2015 Q3	$2.3M	Buy	47,003 +4,814	+11%	+$239K	0.35%	56
2015 Q2	$2.11M	Buy	42,189 +13,268	+46%	+$672K	0.31%	70
2015 Q1	$1.46M	Buy	28,921 +1,837	+7%	+$92K	0.22%	97
2014 Q4	$1.34M	Buy	27,084 +1,868	+7%	+$94.5K	0.22%	97
2014 Q3	$1.28M	Buy	25,216 +20,887	+482%	+$1.08M	0.23%	93
2014 Q2	$229K	Sell	4,329 -630	-13%	-$33K	0.04%	303
2014 Q1	$259K	Sell	4,959 -13	-0.3%	-$677	0.05%	256
2013 Q4	$256K	Buy	4,972 +677	+16%	+$34.8K	0.05%	270
2013 Q3	$218K	Buy	+4,295	New	+$217K	0.05%	308

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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IFC Holdings's HYLS Position: Q1 2018 in Review

IFC Holdings sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2018, closing a stake of 56,228 shares — an estimated $2.73M sold.

IFC Holdings first reported a position in HYLS in Q3 2013 and held it in 18 quarters. The position peaked at $4.67M in Q4 2016. 128 funds tracked by Wall St. Rank hold HYLS as of Q1 2018.

IFC Holdings reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2018 after selling out during the quarter.
IFC Holdings sold 56,228 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2018, an estimated $2.73M.
IFC Holdings first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2013 and held it in 18 quarters.
IFC Holdings's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $4.67M in Q4 2016.
128 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.