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

Imprint Wealth’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 Q1	$487K	Buy	11,882 +952	+9%	+$39.2K	0.12%	167
2023 Q4	$454K	Buy	10,930 +1,073	+11%	+$42.7K	0.37%	87
2023 Q3	$387K	Buy	9,857 +1,160	+13%	+$46K	0.33%	93
2023 Q2	$345K	Buy	8,697 +1,839	+27%	+$72.8K	0.22%	128
2023 Q1	$273K	Buy	+6,858	New	+$273K	0.18%	135

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

OCM

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

Imprint Wealth's HYLS Position: Q1 2024 in Review

Imprint Wealth increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 8.7% in Q1 2024, buying an estimated $39.2K and bringing the position to 11,882 shares worth $487K. The position accounts for 0.12% of the portfolio, ranked #167.

Imprint Wealth first reported a position in HYLS in Q1 2023 and has held it in 5 quarters since. 206 funds tracked by Wall St. Rank hold HYLS as of Q1 2024.

Imprint Wealth held 11,882 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $487K as of Q1 2024.
Imprint Wealth bought 952 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2024, an estimated $39.2K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.12% of Imprint Wealth's portfolio in Q1 2024, its #167 holding.
Imprint Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2023 and has held it in 5 quarters since.
206 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.