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

Integrated Wealth Concepts’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	$317K	Buy	7,786 +38	+0.5%	+$1.55K	﹤0.01%	1946
2026 Q1	$314K	Buy	7,748 +1,679	+28%	+$69.4K	﹤0.01%	1835
2025 Q4	$254K	Buy	6,069 +6	+0.1%	+$251	﹤0.01%	1391
2025 Q3	$255K	Buy	6,063 +165	+3%	+$6.92K	﹤0.01%	1722
2025 Q2	$247K	Sell	5,898 -92	-2%	-$3.79K	﹤0.01%	1659
2025 Q1	$246K	Hold	5,990	–	–	﹤0.01%	1518
2024 Q4	$248K	Sell	5,990 -300	-5%	-$12.5K	﹤0.01%	1487
2024 Q3	$264K	Sell	6,290 -382	-6%	-$15.8K	﹤0.01%	1419
2024 Q2	$271K	Sell	6,672 -28	-0.4%	-$1.14K	﹤0.01%	1370
2024 Q1	$276K	Sell	6,700 -117	-2%	-$4.82K	﹤0.01%	1364
2023 Q4	$283K	Sell	6,817 -10	-0.1%	-$398	﹤0.01%	1293
2023 Q3	$268K	Sell	6,827 -344	-5%	-$13.6K	﹤0.01%	1283
2023 Q2	$284K	Sell	7,171 -4,098	-36%	-$162K	﹤0.01%	1254
2023 Q1	$448K	Buy	11,269 +456	+4%	+$18.2K	0.01%	891
2022 Q4	$421K	Sell	10,813 -352	-3%	-$13.8K	0.01%	709
2022 Q3	$428K	Sell	11,165 -926	-8%	-$37.7K	0.01%	635
2022 Q2	$473K	Buy	12,091 +1,868	+18%	+$79.2K	0.01%	615
2022 Q1	$468K	Sell	10,223 -8,855	-46%	-$410K	0.01%	588
2021 Q4	$913K	Buy	19,078 +7,978	+72%	+$381K	0.03%	452
2021 Q3	$535K	Sell	11,100 -103	-0.9%	-$4.98K	0.02%	565
2021 Q2	$543K	Buy	+11,203	New	+$545K	0.02%	514

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

Integrated Wealth Concepts's HYLS Position: Q2 2026 in Review

Integrated Wealth Concepts increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 0.49% in Q2 2026, buying an estimated $1.55K and bringing the position to 7,786 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #1946.

Integrated Wealth Concepts first reported a position in HYLS in Q2 2021 and has held it in 21 quarters since. The position peaked at $913K in Q4 2021. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Integrated Wealth Concepts held 7,786 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $317K as of Q2 2026.
Integrated Wealth Concepts bought 38 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $1.55K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1946 holding.
Integrated Wealth Concepts first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2021 and has held it in 21 quarters since.
Integrated Wealth Concepts's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $913K 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 Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.