Leelyn Smith’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Leelyn Smith’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
2023 Q1	–	Sell	-767	Closed	-$29.9K	–	245
2022 Q4	$29.9K	Hold	767	–	–	0.01%	215
2022 Q3	$29K	Hold	767	–	–	0.01%	193
2022 Q2	$30K	Sell	767 -3,384	-82%	-$143K	0.01%	221
2022 Q1	$190K	Buy	4,151 +36	+0.9%	+$1.67K	0.05%	118
2021 Q4	$197K	Sell	4,115 -32	-0.8%	-$1.53K	0.05%	117
2021 Q3	$200K	Buy	4,147 +168	+4%	+$8.13K	0.06%	110
2021 Q2	$193K	Buy	3,979 +596	+18%	+$29K	0.06%	116
2021 Q1	$165K	Sell	3,383 -3,705	-52%	-$181K	0.05%	125
2020 Q4	$345K	Buy	7,088 +24	+0.3%	+$1.15K	0.11%	96
2020 Q3	$333K	Buy	7,064 +22	+0.3%	+$1.04K	0.12%	96
2020 Q2	$322K	Buy	7,042 +10	+0.1%	+$454	0.13%	93
2020 Q1	$295K	Buy	7,032 +1,801	+34%	+$84.3K	0.16%	92
2019 Q4	$255	Buy	+5,231	New	+$253K	0.12%	97

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

OCM

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

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

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

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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Leelyn Smith's HYLS Position: Q1 2023 in Review

Leelyn Smith sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2023, closing a stake of 767 shares — an estimated $29.9K sold.

Leelyn Smith first reported a position in HYLS in Q4 2019 and held it in 13 quarters. The position peaked at $345K in Q4 2020. 204 funds tracked by Wall St. Rank hold HYLS as of Q1 2023.

Leelyn Smith reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 767 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2023, an estimated $29.9K.
Leelyn Smith first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2019 and held it in 13 quarters.
Leelyn Smith's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $345K in Q4 2020.
204 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.