Jones Financial Companies’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Jones Financial Companies’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	$12.8K	Sell	314 -241	-43%	-$9.86K	﹤0.01%	3696
2026 Q1	$22.4K	Buy	+555	New	+$22.9K	﹤0.01%	3251
2024 Q4	–	Sell	-45	Closed	-$1.89K	–	3459
2024 Q3	$1.89K	Buy	+45	New	+$1.86K	﹤0.01%	2687

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

Jones Financial Companies's HYLS Position: Q2 2026 in Review

Jones Financial Companies reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 43% in Q2 2026, selling an estimated $9.86K and leaving 314 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3696.

Jones Financial Companies first reported a position in HYLS in Q3 2024 and has held it in 3 quarters since. The position peaked at $22.4K in Q1 2026. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Jones Financial Companies held 314 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $12.8K as of Q2 2026.
Jones Financial Companies sold 241 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $9.86K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3696 holding.
Jones Financial Companies first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2024 and has held it in 3 quarters since.
Jones Financial Companies's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $22.4K in Q1 2026.
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 Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.