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Legacy Capital Wealth Partners’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Legacy Capital Wealth Partners’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 		$1.41M Buy
34,598
+681
+2% +$27.8K 0.27% 80
2026
Q1 		$1.38M Buy
33,917
+649
+2% +$26.8K 0.28% 71
2025
Q4 		$1.36M Buy
33,268
+518
+2% +$21.7K 0.29% 66
2025
Q3 		$1.34M Buy
32,750
+2,731
+9% +$114K 0.29% 64
2025
Q2 		$1.21M Sell
30,019
-1,493
-5% -$61.4K 0.28% 75
2025
Q1 		$1.29M Sell
31,512
-14,672
-32% -$608K 0.32% 64
2024
Q4 		$1.91M Sell
46,184
-591
-1% -$24.6K 0.47% 31
2024
Q3 		$1.96M Sell
46,775
-4,519
-9% -$187K 0.39% 43
2024
Q2 		$2.08M Buy
51,294
+28,182
+122% +$1.15M 0.53% 30
2024
Q1 		$916K Sell
23,112
-23,138
-50% -$953K 0.65% 47
2023
Q4 		$1.92M Sell
46,250
-2,659
-5% -$106K 0.54% 38
2023
Q3 		$1.92M Buy
48,909
+15,880
+48% +$630K 0.53% 34
2023
Q2 		$1.31M Buy
33,029
+1,153
+4% +$45.6K 1.09% 29
2023
Q1 		$1.27M Sell
31,876
-507
-2% -$20.2K 0.35% 54
2022
Q4 		$1.26M Sell
32,383
-85,951
-73% -$3.38M 0.6% 33
2022
Q3 		$4.54M Sell
118,334
-2,456
-2% -$99.9K 2.41% 18
2022
Q2 		$4.73M Sell
120,790
-3,937
-3% -$167K 2.38% 16
2022
Q1 		$5.71M Buy
+124,727
New +$5.77M 2.45% 17

Other funds holding HYLS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
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
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Legacy Capital Wealth Partners's HYLS Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 2% in Q2 2026, buying an estimated $27.8K and bringing the position to 34,598 shares worth $1.41M. The position accounts for 0.27% of the portfolio, ranked #80.

Legacy Capital Wealth Partners first reported a position in HYLS in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.71M in Q1 2022. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

  • Legacy Capital Wealth Partners held 34,598 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $1.41M as of Q2 2026.
  • Legacy Capital Wealth Partners bought 681 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $27.8K.
  • First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.27% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #80 holding.
  • Legacy Capital Wealth Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2022 and has held it in 18 quarters since.
  • Legacy Capital Wealth Partners's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $5.71M in Q1 2022.
  • 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 Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.