Jim Simons’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Jim Simons’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
2025 Q3	–	Sell	-56,535	Closed	-$2.36M	–	3669
2025 Q2	$2.36M	Sell	56,535 -48,661	-46%	-$2M	﹤0.01%	2013
2025 Q1	$4.32M	Buy	105,196 +31,696	+43%	+$1.31M	0.01%	1526
2024 Q4	$3.04M	Sell	73,500 -28,200	-28%	-$1.18M	﹤0.01%	1765
2024 Q3	$4.27M	Buy	101,700 +31,400	+45%	+$1.3M	0.01%	1540
2024 Q2	$2.86M	Buy	70,300 +16,693	+31%	+$679K	﹤0.01%	1652
2024 Q1	$2.21M	Sell	53,607 -16,093	-23%	-$663K	﹤0.01%	1969
2023 Q4	$2.9M	Sell	69,700 -7,899	-10%	-$314K	﹤0.01%	1711
2023 Q3	$3.04M	Sell	77,599 -1,208	-2%	-$47.9K	0.01%	1607
2023 Q2	$3.12M	Buy	78,807 +9,507	+14%	+$376K	﹤0.01%	1709
2023 Q1	$2.75M	Sell	69,300 -10,100	-13%	-$402K	﹤0.01%	1829
2022 Q4	$3.09M	Buy	+79,400	New	+$3.12M	﹤0.01%	1800
2022 Q3	–	Sell	-13,607	Closed	-$533K	–	4186
2022 Q2	$533K	Sell	13,607 -40,733	-75%	-$1.73M	﹤0.01%	3130
2022 Q1	$2.49M	Buy	+54,340	New	+$2.52M	﹤0.01%	2067
2021 Q4	–	Sell	-21,100	Closed	-$1.02M	–	4035
2021 Q3	$1.02M	Sell	21,100 -51,700	-71%	-$2.5M	﹤0.01%	2537
2021 Q2	$3.53M	Sell	72,800 -77,300	-51%	-$3.76M	﹤0.01%	1854
2021 Q1	$7.3M	Sell	150,100 -17,000	-10%	-$830K	0.01%	1401
2020 Q4	$8.14M	Buy	167,100 +56,600	+51%	+$2.72M	0.01%	1299
2020 Q3	$5.21M	Buy	110,500 +44,100	+66%	+$2.08M	0.01%	1550
2020 Q2	$3.04M	Buy	66,400 +55,800	+526%	+$2.53M	﹤0.01%	1927
2020 Q1	$445K	Sell	10,600 -48,700	-82%	-$2.28M	﹤0.01%	2819
2019 Q4	$2.89M	Buy	59,300 +7,854	+15%	+$379K	﹤0.01%	2142
2019 Q3	$2.48M	Buy	51,446 +16,618	+48%	+$801K	﹤0.01%	2168
2019 Q2	$1.68M	Buy	34,828 +20,828	+149%	+$1M	﹤0.01%	2417
2019 Q1	$669K	Buy	+14,000	New	+$660K	﹤0.01%	2830
2018 Q4	–	Sell	-31,300	Closed	-$1.5M	–	3470
2018 Q3	$1.5M	Buy	+31,300	New	+$1.49M	﹤0.01%	2432
2018 Q1	–	Sell	-30,100	Closed	-$1.46M	–	3449
2017 Q4	$1.46M	Buy	+30,100	New	+$1.47M	﹤0.01%	2502

Other funds holding HYLS

Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Jim Simons's HYLS Position: Q3 2025 in Review

Jim Simons sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2025, closing a stake of 56,535 shares — an estimated $2.36M sold.

Jim Simons first reported a position in HYLS in Q4 2017 and held it in 26 quarters. The position peaked at $8.14M in Q4 2020. 209 funds tracked by Wall St. Rank hold HYLS as of Q3 2025.

Jim Simons reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2025 after selling out during the quarter.
Jim Simons sold 56,535 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2025, an estimated $2.36M.
Jim Simons first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2017 and held it in 26 quarters.
Jim Simons's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $8.14M in Q4 2020.
209 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2025.

Based on Renaissance Technologies's 13F filing for Q3 2025, filed 13 Nov 2025.