Legacy Capital Wealth Partners’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
30,019
-1,493
| -5% | -$60.3K | 0.28% | 75 |
|
|
2025
Q1 | $1.29M | Sell |
31,512
-14,672
| -32% | -$602K | 0.32% | 64 |
|
|
2024
Q4 | $1.91M | Sell |
46,184
-591
| -1% | -$24.4K | 0.47% | 31 |
|
|
2024
Q3 | $1.96M | Sell |
46,775
-4,519
| -9% | -$190K | 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% | -$917K | 0.65% | 47 |
|
|
2023
Q4 | $1.92M | Sell |
46,250
-2,659
| -5% | -$111K | 0.54% | 38 |
|
|
2023
Q3 | $1.92M | Buy |
48,909
+15,880
| +48% | +$623K | 0.53% | 34 |
|
|
2023
Q2 | $1.31M | Buy |
33,029
+1,153
| +4% | +$45.7K | 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% | -$3.35M | 0.6% | 33 |
|
|
2022
Q3 | $4.54M | Sell |
118,334
-2,456
| -2% | -$94.1K | 2.41% | 18 |
|
|
2022
Q2 | $4.73M | Sell |
120,790
-3,937
| -3% | -$154K | 2.38% | 16 |
|
|
2022
Q1 | $5.71M | Buy |
+124,727
| New | +$5.71M | 2.45% | 17 |
|