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

Independent Wealth Network’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	$410K	Sell	10,097 -123	-1%	-$5.03K	0.1%	202
2026 Q1	$415K	Sell	10,220 -712	-7%	-$29.4K	0.12%	185
2025 Q4	$458K	Buy	10,932 +22	+0.2%	+$920	0.14%	165
2025 Q3	$459K	Sell	10,910 -19	-0.2%	-$796	0.15%	158
2025 Q2	$457K	Buy	10,929 +851	+8%	+$35K	0.17%	147
2025 Q1	$414K	Buy	10,078 +2,484	+33%	+$103K	0.17%	146
2024 Q4	$314K	Buy	+7,594	New	+$317K	0.13%	171

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 Wealth Network's HYLS Position: Q2 2026 in Review

Independent Wealth Network reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 1.2% in Q2 2026, selling an estimated $5.03K and leaving 10,097 shares worth $410K. The position accounts for 0.1% of the portfolio, ranked #202.

Independent Wealth Network first reported a position in HYLS in Q4 2024 and has held it in 7 quarters since. The position peaked at $459K in Q3 2025. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Independent Wealth Network held 10,097 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $410K as of Q2 2026.
Independent Wealth Network sold 123 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $5.03K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.1% of Independent Wealth Network's portfolio in Q2 2026, its #202 holding.
Independent Wealth Network first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2024 and has held it in 7 quarters since.
Independent Wealth Network's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $459K in Q3 2025.
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 Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.