Independent Advisor Alliance’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Independent Advisor Alliance’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
2026 Q2	–	Sell	-204,561	Closed	-$8.3M	–	1313
2026 Q1	$8.3M	Buy	+204,561	New	+$8.45M	0.09%	204
2025 Q1	–	Sell	-324,909	Closed	-$13.4M	–	1052
2024 Q4	$13.4M	Buy	+324,909	New	+$13.6M	0.18%	126
2020 Q1	–	Sell	-30,972	Closed	-$1.51M	–	596
2019 Q4	$1.51M	Buy	+30,972	New	+$1.5M	0.07%	287

Other funds holding HYLS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Independent Advisor Alliance's HYLS Position: Q2 2026 in Review

Independent Advisor Alliance sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2026, closing a stake of 204,561 shares — an estimated $8.3M sold.

Independent Advisor Alliance first reported a position in HYLS in Q4 2019 and held it in 3 quarters. The position peaked at $13.4M in Q4 2024. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Independent Advisor Alliance reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 204,561 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $8.3M.
Independent Advisor Alliance first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $13.4M in Q4 2024.
215 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.