J.W. Cole Advisors’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

J.W. Cole Advisors’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	$1.52M	Buy	+37,422	New	+$1.53M	0.03%	600
2026 Q1	–	Sell	-44,747	Closed	-$1.87M	–	1074
2025 Q4	$1.87M	Buy	44,747 +1,808	+4%	+$75.6K	0.05%	412
2025 Q3	$1.81M	Sell	42,939 -2,289	-5%	-$96K	0.03%	500
2025 Q2	$1.89M	Sell	45,228 -1,153	-2%	-$47.5K	0.04%	432
2025 Q1	$1.9M	Sell	46,381 -511	-1%	-$21.2K	0.06%	334
2024 Q4	$1.94M	Sell	46,892 -1,626	-3%	-$67.8K	0.08%	252
2024 Q3	$2.04M	Buy	48,518 +3,006	+7%	+$124K	0.09%	243
2024 Q2	$1.85M	Sell	45,512 -128	-0.3%	-$5.2K	0.09%	226
2024 Q1	$1.88M	Buy	45,640 +5,839	+15%	+$240K	0.1%	220
2023 Q4	$1.65M	Buy	39,801 +4,777	+14%	+$190K	0.1%	220
2023 Q3	$1.37M	Buy	35,024 +1,006	+3%	+$39.9K	0.1%	209
2023 Q2	$1.35M	Buy	34,018 +5,112	+18%	+$202K	0.1%	222
2023 Q1	$1.15M	Buy	+28,906	New	+$1.15M	0.08%	266
2020 Q1	–	Sell	-5,420	Closed	-$264K	–	275
2019 Q4	$264K	Buy	+5,420	New	+$262K	0.03%	445

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

J.W. Cole Advisors's HYLS Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2026: 37,422 shares worth $1.52M. The stake represents 0.03% of the portfolio and ranks #600 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in HYLS as recently as Q4 2025.

J.W. Cole Advisors first reported a position in HYLS in Q4 2019 and has held it in 14 quarters since. The position peaked at $2.04M in Q3 2024. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

J.W. Cole Advisors held 37,422 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $1.52M as of Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF was a new J.W. Cole Advisors position in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #600 holding.
J.W. Cole Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2019 and has held it in 14 quarters since.
J.W. Cole Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $2.04M 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 J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.