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

Institute for Wealth Management’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
2020 Q1	–	Sell	-4	Closed	–	–	500
2019 Q4	$0	Buy	+4	New	+$193	﹤0.01%	691

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Institute for Wealth Management's HYLS Position: Q1 2020 in Review

Institute for Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2020, closing a stake of 4 shares.

Institute for Wealth Management first reported a position in HYLS in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 151 funds tracked by Wall St. Rank hold HYLS as of Q1 2020.

Institute for Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2020 after selling out during the quarter.
Institute for Wealth Management sold 4 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2020.
Institute for Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2019 and held it in 1 quarter.
Institute for Wealth Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $0 in Q4 2019.
151 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.