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Jaffetilchin Investment Partners’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Jaffetilchin Investment Partners’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
2024
Q4 		– Sell
-145
Closed -$6.08K – 781
2024
Q3 		$6.08K Buy
+145
New +$6K ﹤0.01% 998
2020
Q3 		– Sell
-7,558
Closed -$346K – 244
2020
Q2 		$346K Sell
7,558
-2,086
-22% -$94.7K 0.08% 158
2020
Q1 		$405K Buy
9,644
+1,889
+24% +$88.4K 0.14% 95
2019
Q4 		$378K Buy
+7,755
New +$375K 0.08% 147
2019
Q3 		– Sell
-5,476
Closed -$263K – 240
2019
Q2 		$263K Sell
5,476
-761
-12% -$36.6K 0.06% 213
2019
Q1 		$298K Sell
6,237
-74,707
-92% -$3.52M 0.07% 211
2018
Q4 		$3.63M Sell
80,944
-99,230
-55% -$4.63M 0.91% 19
2018
Q3 		$8.61M Sell
180,174
-1,279
-0.7% -$61K 1.82% 11
2018
Q2 		$8.54M Buy
181,453
+4,579
+3% +$218K 1.9% 10
2018
Q1 		$8.42M Buy
176,874
+172,038
+3,557% +$8.29M 1.89% 11
2017
Q4 		$235K Sell
4,836
-4,344
-47% -$212K 0.08% 208
2017
Q3 		$450K Buy
9,180
+4,175
+83% +$206K 0.11% 171
2017
Q2 		$246K Sell
5,005
-1,621
-24% -$79.8K 0.08% 195
2017
Q1 		$324K Buy
6,626
+1,139
+21% +$55.5K 0.08% 196
2016
Q4 		$265K Buy
5,487
+725
+15% +$34.9K 0.08% 199
2016
Q3 		$232K Buy
+4,762
New +$231K 0.07% 194
2016
Q2 		– Sell
-7,095
Closed -$336K – 228
2016
Q1 		$336K Buy
+7,095
New +$330K 0.11% 124

Other funds holding HYLS

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Jaffetilchin Investment Partners's HYLS Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q4 2024, closing a stake of 145 shares — an estimated $6.08K sold.

Jaffetilchin Investment Partners first reported a position in HYLS in Q1 2016 and held it in 17 quarters. The position peaked at $8.61M in Q3 2018. 234 funds tracked by Wall St. Rank hold HYLS as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 145 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2024, an estimated $6.08K.
  • Jaffetilchin Investment Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2016 and held it in 17 quarters.
  • Jaffetilchin Investment Partners's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $8.61M in Q3 2018.
  • 234 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.