International Assets Investment Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

International Assets Investment 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
2026 Q2	$369K	Sell	9,073 -400	-4%	-$16.4K	0.02%	603
2026 Q1	$385K	Sell	9,473 -222	-2%	-$9.17K	0.03%	544
2025 Q4	$406K	Buy	9,695 +51	+0.5%	+$2.13K	0.03%	529
2025 Q3	$403K	Hold	9,644	–	–	0.03%	517
2025 Q2	$403K	Sell	9,644 -750	-7%	-$30.9K	0.03%	522
2025 Q1	$427K	Sell	10,394 -365	-3%	-$15.1K	0.04%	455
2024 Q4	$446K	Sell	10,759 -185,453	-95%	-$7.74M	0.04%	442
2024 Q3	$6.8M	Buy	196,212 +184,364	+1,556%	+$7.63M	0.55%	38
2024 Q2	$481K	Sell	11,848 -1,493	-11%	-$60.7K	0.05%	372
2024 Q1	$547K	Buy	13,341 +533	+4%	+$21.9K	0.06%	349
2023 Q4	$532K	Buy	+12,808	New	+$510K	0.07%	321

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 22.9% 1-Year Est. Return

International Assets Investment Management's HYLS Position: Q2 2026 in Review

International Assets Investment Management reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 4.2% in Q2 2026, selling an estimated $16.4K and leaving 9,073 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #603.

International Assets Investment Management first reported a position in HYLS in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.8M in Q3 2024. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

International Assets Investment Management held 9,073 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $369K as of Q2 2026.
International Assets Investment Management sold 400 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $16.4K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.02% of International Assets Investment Management's portfolio in Q2 2026, its #603 holding.
International Assets Investment Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2023 and has held it in 11 quarters since.
International Assets Investment Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $6.8M in Q3 2024.
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 International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.