IFG Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,678
| Closed | -$236K | – | 456 |
|
|
2023
Q4 | $236K | Sell |
5,678
-164
| -3% | -$6.82K | 0.02% | 525 |
|
|
2023
Q3 | $229K | Buy |
+5,842
| New | +$229K | 0.02% | 489 |
|
|
2023
Q2 | – | Sell |
-7,384
| Closed | -$294K | – | 395 |
|
|
2023
Q1 | $294K | Sell |
7,384
-658
| -8% | -$26.2K | 0.03% | 409 |
|
|
2022
Q4 | $313K | Sell |
8,042
-2,528
| -24% | -$98.4K | 0.03% | 392 |
|
|
2022
Q3 | $405K | Sell |
10,570
-110
| -1% | -$4.22K | 0.04% | 357 |
|
|
2022
Q2 | $418K | Buy |
10,680
+3,934
| +58% | +$154K | 0.04% | 313 |
|
|
2022
Q1 | $308K | Sell |
6,746
-150
| -2% | -$6.85K | 0.03% | 392 |
|
|
2021
Q4 | $329K | Buy |
6,896
+213
| +3% | +$10.2K | 0.03% | 389 |
|
|
2021
Q3 | $322K | Sell |
6,683
-792
| -11% | -$38.2K | 0.03% | 390 |
|
|
2021
Q2 | $362K | Buy |
7,475
+1,008
| +16% | +$48.8K | 0.04% | 356 |
|
|
2021
Q1 | $314K | Buy |
+6,467
| New | +$314K | 0.04% | 386 |
|