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

Kinloch Capital’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
2021
Q1 		– Sell
-1,754
Closed -$85K – 117
2020
Q4 		$85K Buy
+1,754
New +$84.4K 0.07% 76

Other funds holding HYLS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Kinloch Capital's HYLS Position: Q1 2021 in Review

Kinloch Capital sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2021, closing a stake of 1,754 shares — an estimated $85K sold.

Kinloch Capital first reported a position in HYLS in Q4 2020 and held it in 1 quarter. The position peaked at $85K in Q4 2020. 203 funds tracked by Wall St. Rank hold HYLS as of Q1 2021.

  • Kinloch Capital reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2021 after selling out during the quarter.
  • Kinloch Capital sold 1,754 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2021, an estimated $85K.
  • Kinloch Capital first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2020 and held it in 1 quarter.
  • Kinloch Capital's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $85K in Q4 2020.
  • 203 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2021.

Based on Kinloch Capital's 13F filing for Q1 2021, filed 11 May 2021.