Kestra Private Wealth Services’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Kestra Private Wealth Services’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	$1.56M	Buy	38,397 +540	+1%	+$22.1K	0.02%	683
2026 Q1	$1.54M	Sell	37,857 -901	-2%	-$37.2K	0.02%	646
2025 Q4	$1.62M	Sell	38,758 -940	-2%	-$39.3K	0.02%	614
2025 Q3	$1.67M	Sell	39,698 -67	-0.2%	-$2.81K	0.02%	587
2025 Q2	$1.66M	Buy	39,765 +6,360	+19%	+$262K	0.02%	558
2025 Q1	$1.37M	Sell	33,405 -3,078	-8%	-$128K	0.02%	564
2024 Q4	$1.51M	Sell	36,483 -7,515	-17%	-$313K	0.03%	510
2024 Q3	$1.85M	Sell	43,998 -10,440	-19%	-$432K	0.03%	445
2024 Q2	$2.21M	Buy	54,438 +326	+0.6%	+$13.3K	0.04%	371
2024 Q1	$2.23M	Buy	54,112 +8,105	+18%	+$334K	0.05%	347
2023 Q4	$1.91M	Buy	46,007 +2,220	+5%	+$88.4K	0.05%	358
2023 Q3	$1.72M	Sell	43,787 -2,291	-5%	-$90.8K	0.05%	332
2023 Q2	$1.83M	Buy	46,078 +1,327	+3%	+$52.5K	0.06%	314
2023 Q1	$1.78M	Buy	44,751 +10,847	+32%	+$432K	0.07%	291
2022 Q4	$1.32M	Buy	+33,904	New	+$1.33M	0.07%	313
2021 Q3	–	Sell	-40,126	Closed	-$1.95M	–	943
2021 Q2	$1.95M	Buy	40,126 +9,030	+29%	+$439K	0.12%	196
2021 Q1	$1.51M	Buy	31,096 +1,744	+6%	+$85.2K	0.11%	217
2020 Q4	$1.43M	Buy	29,352 +13,350	+83%	+$642K	0.11%	208
2020 Q3	$755K	Buy	+16,002	New	+$756K	0.07%	294

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

Kestra Private Wealth Services's HYLS Position: Q2 2026 in Review

Kestra Private Wealth Services increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 1.4% in Q2 2026, buying an estimated $22.1K and bringing the position to 38,397 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #683.

Kestra Private Wealth Services first reported a position in HYLS in Q3 2020 and has held it in 19 quarters since. The position peaked at $2.23M in Q1 2024. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Kestra Private Wealth Services held 38,397 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $1.56M as of Q2 2026.
Kestra Private Wealth Services bought 540 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $22.1K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #683 holding.
Kestra Private Wealth Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2020 and has held it in 19 quarters since.
Kestra Private Wealth Services's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $2.23M in Q1 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 Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.