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

KMG Fiduciary 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
2026 Q2	$16.8M	Buy	413,795 +498	+0.1%	+$20.4K	1.56%	17
2026 Q1	$16.8M	Buy	413,297 +13,217	+3%	+$546K	1.24%	16
2025 Q4	$16.7M	Buy	400,080 +40,127	+11%	+$1.68M	1.19%	16
2025 Q3	$15.1M	Buy	359,953 +30,153	+9%	+$1.26M	1.02%	20
2025 Q2	$13.8M	Buy	329,800 +5,823	+2%	+$240K	1.02%	20
2025 Q1	$13.3M	Buy	323,977 +7,462	+2%	+$309K	1.1%	20
2024 Q4	$13.1M	Buy	316,515 +11,109	+4%	+$463K	1.08%	21
2024 Q3	$12.8M	Buy	305,406 +35,931	+13%	+$1.49M	1.11%	21
2024 Q2	$10.9M	Buy	269,475 +8,024	+3%	+$326K	1.08%	21
2024 Q1	$10.8M	Buy	261,451 +33,048	+14%	+$1.36M	1.12%	20
2023 Q4	$9.49M	Buy	228,403 +4,325	+2%	+$172K	1.11%	22
2023 Q3	$8.79M	Buy	224,078 +9,060	+4%	+$359K	1.16%	20
2023 Q2	$8.52M	Buy	215,018 +22,588	+12%	+$894K	1.1%	21
2023 Q1	$7.65M	Buy	192,430 +61,098	+47%	+$2.43M	1.1%	21
2022 Q4	$5.11M	Buy	131,332 +10,935	+9%	+$430K	0.84%	33
2022 Q3	$4.61M	Buy	120,397 +109,537	+1,009%	+$4.45M	0.89%	29
2022 Q2	$425K	Buy	+10,860	New	+$460K	0.08%	151

Other funds holding HYLS

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

BCP

Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $189M AUM 32.69% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Hyposwiss Advisors Geneva $106M AUM

TBF

True Blue Financial Stevensville, Michigan $237M AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

KMG Fiduciary Partners's HYLS Position: Q2 2026 in Review

KMG Fiduciary Partners increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 0.12% in Q2 2026, buying an estimated $20.4K and bringing the position to 413,795 shares worth $16.8M. The position accounts for 1.56% of the portfolio, ranked #17.

KMG Fiduciary Partners first reported a position in HYLS in Q2 2022 and has held it in 17 quarters since. 50 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

KMG Fiduciary Partners held 413,795 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $16.8M as of Q2 2026.
KMG Fiduciary Partners bought 498 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $20.4K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 1.56% of KMG Fiduciary Partners's portfolio in Q2 2026, its #17 holding.
KMG Fiduciary Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2022 and has held it in 17 quarters since.
50 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 KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.