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

Independent Financial Group’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	$270K	Buy	6,653 +1,240	+23%	+$50.7K	0.01%	1301
2026 Q1	$220K	Buy	5,413 +234	+5%	+$9.67K	﹤0.01%	1336
2025 Q4	$217K	Hold	5,179	–	–	﹤0.01%	1310
2025 Q3	$218K	Sell	5,179 -1,035	-17%	-$43.4K	0.01%	1246
2025 Q2	$260K	Sell	6,214 -46	-0.7%	-$1.89K	0.01%	1094
2025 Q1	$257K	Sell	6,260 -262	-4%	-$10.9K	0.01%	1002
2024 Q4	$270K	Buy	6,522 +1,256	+24%	+$52.4K	0.01%	935
2024 Q3	$221K	Sell	5,266 -1,118	-18%	-$46.3K	0.01%	1017
2024 Q2	$259K	Buy	6,384 +428	+7%	+$17.4K	0.01%	898
2024 Q1	$246K	Sell	5,956 -1,871	-24%	-$77K	0.01%	877
2023 Q4	$325K	Sell	7,827 -1,513	-16%	-$60.2K	0.02%	688
2023 Q3	$366K	Buy	9,340 +317	+4%	+$12.6K	0.02%	585
2023 Q2	$358K	Sell	9,023 -466	-5%	-$18.4K	0.02%	578
2023 Q1	$377K	Sell	9,489 -853	-8%	-$34K	0.03%	535
2022 Q4	$403K	Sell	10,342 -166	-2%	-$6.53K	0.03%	483
2022 Q3	$403K	Sell	10,508 -1,625	-13%	-$66.1K	0.04%	455
2022 Q2	$475K	Sell	12,133 -711	-6%	-$30.1K	0.05%	397
2022 Q1	$588K	Buy	12,844 +485	+4%	+$22.4K	0.05%	379
2021 Q4	$591K	Buy	12,359 +4,478	+57%	+$214K	0.05%	381
2021 Q3	$380K	Buy	7,881 +526	+7%	+$25.4K	0.04%	444
2021 Q2	$357K	Buy	7,355 +1,101	+18%	+$53.5K	0.04%	472
2021 Q1	$304K	Buy	6,254 +1,211	+24%	+$59.1K	0.04%	462
2020 Q4	$246K	Buy	+5,043	New	+$243K	0.04%	475

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 Financial Group's HYLS Position: Q2 2026 in Review

Independent Financial Group increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 23% in Q2 2026, buying an estimated $50.7K and bringing the position to 6,653 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #1301.

Independent Financial Group first reported a position in HYLS in Q4 2020 and has held it in 23 quarters since. The position peaked at $591K in Q4 2021. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Independent Financial Group held 6,653 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $270K as of Q2 2026.
Independent Financial Group bought 1,240 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $50.7K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1301 holding.
Independent Financial Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2020 and has held it in 23 quarters since.
Independent Financial Group's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $591K in Q4 2021.
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 Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.