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 Q3	$385K	Sell	9,812 -285	-3%	-$11.5K	0.1%	218
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Independent Wealth Network's HYLS Position: Q3 2026 in Review

Independent Wealth Network reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 2.8% in Q3 2026, selling an estimated $11.5K and leaving 9,812 shares worth $385K. The position accounts for 0.1% of the portfolio, ranked #218.

Independent Wealth Network first reported a position in HYLS in Q4 2024 and has held it in 8 quarters since. The position peaked at $459K in Q3 2025. 141 funds tracked by Wall St. Rank hold HYLS as of Q3 2026.

Independent Wealth Network held 9,812 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $385K as of Q3 2026.
Independent Wealth Network sold 285 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2026, an estimated $11.5K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.1% of Independent Wealth Network's portfolio in Q3 2026, its #218 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 8 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.
141 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.