IHT 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 | $201K | Sell |
4,797
-318
| -6% | -$13.3K | 0.01% | 1096 |
|
|
2025
Q1 | $210K | Buy |
+5,115
| New | +$210K | 0.01% | 1014 |
|
|
2024
Q4 | – | Sell |
-6,344
| Closed | -$266K | – | 1137 |
|
|
2024
Q3 | $266K | Sell |
6,344
-1,958
| -24% | -$82.2K | 0.01% | 958 |
|
|
2024
Q2 | $337K | Sell |
8,302
-306
| -4% | -$12.4K | 0.01% | 757 |
|
|
2024
Q1 | $355K | Sell |
8,608
-527
| -6% | -$21.7K | 0.01% | 741 |
|
|
2023
Q4 | $380K | Sell |
9,135
-804
| -8% | -$33.4K | 0.02% | 690 |
|
|
2023
Q3 | $390K | Sell |
9,939
-114
| -1% | -$4.47K | 0.02% | 632 |
|
|
2023
Q2 | $398K | Buy |
10,053
+3,579
| +55% | +$142K | 0.02% | 620 |
|
|
2023
Q1 | $257K | Sell |
6,474
-517
| -7% | -$20.6K | 0.01% | 753 |
|
|
2022
Q4 | $272K | Sell |
6,991
-1,714
| -20% | -$66.7K | 0.02% | 692 |
|
|
2022
Q3 | $334K | Buy |
8,705
+2,734
| +46% | +$105K | 0.03% | 585 |
|
|
2022
Q2 | $234K | Sell |
5,971
-196
| -3% | -$7.68K | 0.02% | 611 |
|
|
2022
Q1 | $282K | Sell |
6,167
-230
| -4% | -$10.5K | 0.02% | 587 |
|
|
2021
Q4 | $306K | Sell |
6,397
-2,432
| -28% | -$116K | 0.02% | 598 |
|
|
2021
Q3 | $425K | Sell |
8,829
-3,279
| -27% | -$158K | 0.03% | 477 |
|
|
2021
Q2 | $587K | Buy |
12,108
+2,272
| +23% | +$110K | 0.04% | 483 |
|
|
2021
Q1 | $479K | Buy |
9,836
+3,417
| +53% | +$166K | 0.03% | 471 |
|
|
2020
Q4 | $313K | Buy |
+6,419
| New | +$313K | 0.03% | 548 |
|
|
2020
Q3 | – | Sell |
-9,173
| Closed | -$420K | – | 674 |
|
|
2020
Q2 | $420K | Buy |
9,173
+3,344
| +57% | +$153K | 0.06% | 322 |
|
|
2020
Q1 | $245K | Sell |
5,829
-4,318
| -43% | -$181K | 0.04% | 445 |
|
|
2019
Q4 | $495K | Sell |
10,147
-4,638
| -31% | -$226K | 0.06% | 328 |
|
|
2019
Q3 | $713K | Sell |
14,785
-6,336
| -30% | -$306K | 0.1% | 247 |
|
|
2019
Q2 | $1.02M | Buy |
+21,121
| New | +$1.02M | 0.15% | 153 |
|
|
2019
Q1 | – | Sell |
-13,568
| Closed | -$609K | – | 525 |
|
|
2018
Q4 | $609K | Buy |
+13,568
| New | +$609K | 0.12% | 205 |
|
|
2018
Q2 | – | Sell |
-89
| Closed | -$4K | – | 848 |
|
|
2018
Q1 | $4K | Hold |
89
| – | – | ﹤0.01% | 1384 |
|
|
2017
Q4 | $4K | Buy |
+89
| New | +$4K | ﹤0.01% | 1382 |
|