L.M. Kohn & Company’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

L.M. Kohn & Company’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
2022 Q3	–	Sell	-5,152	Closed	-$202K	–	222
2022 Q2	$202K	Sell	5,152 -129	-2%	-$5.47K	0.09%	209
2022 Q1	$242K	Buy	+5,281	New	+$244K	0.09%	213

Other funds holding HYLS

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

OCM

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

PNC

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

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

L.M. Kohn & Company's HYLS Position: Q3 2022 in Review

L.M. Kohn & Company sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2022, closing a stake of 5,152 shares — an estimated $202K sold.

L.M. Kohn & Company first reported a position in HYLS in Q1 2022 and held it in 2 quarters. The position peaked at $242K in Q1 2022. 202 funds tracked by Wall St. Rank hold HYLS as of Q3 2022.

L.M. Kohn & Company reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2022 after selling out during the quarter.
L.M. Kohn & Company sold 5,152 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2022, an estimated $202K.
L.M. Kohn & Company first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2022 and held it in 2 quarters.
L.M. Kohn & Company's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $242K in Q1 2022.
202 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2022.

Based on L.M. Kohn & Company's 13F filing for Q3 2022, filed 19 Oct 2022.