Jacobi Capital Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,890
Closed -$91K 807
2021
Q3
$91K Buy
1,890
+1,663
+733% +$80.4K 0.01% 534
2021
Q2
$11K Buy
+227
New +$11K ﹤0.01% 997

Other funds holding HYLS

Jacobi Capital Management's HYLS Position: Q4 2021 in Review

Jacobi Capital Management sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q4 2021, closing a stake of 1,890 shares — an estimated $91K sold.

Jacobi Capital Management first reported a position in HYLS in Q2 2021 and held it in 2 quarters. The position peaked at $91K in Q3 2021. 217 funds tracked by Wall St. Rank hold HYLS as of Q4 2021.

  • Jacobi Capital Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 1,890 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2021, an estimated $91K.
  • Jacobi Capital Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2021 and held it in 2 quarters.
  • Jacobi Capital Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $91K in Q3 2021.
  • 217 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.