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

Larson Financial 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
2026 Q2	$97.6K	Hold	2,400	–	–	﹤0.01%	1202
2026 Q1	$97.4K	Hold	2,400	–	–	﹤0.01%	1010
2025 Q4	$100K	Hold	2,400	–	–	﹤0.01%	928
2025 Q3	$101K	Buy	+2,400	New	+$101K	﹤0.01%	897
2025 Q2	–	Sell	-45	Closed	-$1.85K	–	3386
2025 Q1	$1.85K	Buy	+45	New	+$1.87K	﹤0.01%	2193

Other funds holding HYLS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Larson Financial Group's HYLS Position: Q2 2026 in Review

Larson Financial Group held its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) position steady in Q2 2026 at 2,400 shares worth $97.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

Larson Financial Group first reported a position in HYLS in Q1 2025 and has held it in 5 quarters since. The position peaked at $101K in Q3 2025. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Larson Financial Group held 2,400 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $97.6K as of Q2 2026.
Larson Financial Group left its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1202 holding.
Larson Financial Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2025 and has held it in 5 quarters since.
Larson Financial Group's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $101K in Q3 2025.
215 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 Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.