KFP
KMG Fiduciary Partners’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Buy |
329,800
+5,823
| +2% | +$243K | 1.02% | 20 |
|
|
2025
Q1 | $13.3M | Buy |
323,977
+7,462
| +2% | +$306K | 1.1% | 20 |
|
|
2024
Q4 | $13.1M | Buy |
316,515
+11,109
| +4% | +$459K | 1.08% | 21 |
|
|
2024
Q3 | $12.8M | Buy |
305,406
+35,931
| +13% | +$1.51M | 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% | +$180K | 1.11% | 22 |
|
|
2023
Q3 | $8.79M | Buy |
224,078
+9,060
| +4% | +$355K | 1.16% | 20 |
|
|
2023
Q2 | $8.52M | Buy |
215,018
+22,588
| +12% | +$895K | 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% | +$426K | 0.84% | 33 |
|
|
2022
Q3 | $4.61M | Buy |
120,397
+109,537
| +1,009% | +$4.2M | 0.89% | 29 |
|
|
2022
Q2 | $425K | Buy |
+10,860
| New | +$425K | 0.08% | 151 |
|