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

Ignite Planners’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
2023 Q4	–	Sell	-7,975	Closed	-$308K	–	310
2023 Q3	$308K	Buy	7,975 +1,303	+20%	+$51.7K	0.09%	233
2023 Q2	$261K	Hold	6,672	–	–	0.1%	212
2023 Q1	$265K	Sell	6,672 -4,746	-42%	-$189K	0.11%	206
2022 Q4	$460K	Buy	11,418 +372	+3%	+$14.6K	0.19%	137
2022 Q3	$431K	Sell	11,046 -705	-6%	-$28.7K	0.34%	91
2022 Q2	$466K	Sell	11,751 -8,857	-43%	-$375K	0.38%	79
2022 Q1	$909K	Sell	20,608 -3,125	-13%	-$145K	0.61%	45
2021 Q4	$1.13M	Buy	+23,733	New	+$1.13M	0.73%	37

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 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

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

PNC

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

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

Ignite Planners's HYLS Position: Q4 2023 in Review

Ignite Planners sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q4 2023, closing a stake of 7,975 shares — an estimated $308K sold.

Ignite Planners first reported a position in HYLS in Q4 2021 and held it in 8 quarters. The position peaked at $1.13M in Q4 2021. 210 funds tracked by Wall St. Rank hold HYLS as of Q4 2023.

Ignite Planners reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q4 2023 after selling out during the quarter.
Ignite Planners sold 7,975 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2023, an estimated $308K.
Ignite Planners first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2021 and held it in 8 quarters.
Ignite Planners's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $1.13M in Q4 2021.
210 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2023.

Based on Ignite Planners's 13F filing for Q4 2023, filed 9 Jan 2024.