Kowal Investment Group’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Kowal Investment Group’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 Q4	–	Sell	-215	Closed	-$10K	–	481
2021 Q3	$10K	Buy	+215	New	+$10.4K	﹤0.01%	514

Other funds holding HYLS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kowal Investment Group's HYLS Position: Q4 2021 in Review

Kowal Investment Group sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q4 2021, closing a stake of 215 shares — an estimated $10K sold.

Kowal Investment Group first reported a position in HYLS in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 217 funds tracked by Wall St. Rank hold HYLS as of Q4 2021.

Kowal Investment Group reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 215 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2021, an estimated $10K.
Kowal Investment Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $10K in Q3 2021.
217 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.