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Legacy Financial Independent Advisors’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Legacy Financial Independent Advisors’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 		$4.11M Buy
101,027
+4,125
+4% +$169K 1.93% 17
2026
Q1 		$3.93M Buy
+96,902
New +$4M 2.05% 19

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 Financial Independent Advisors's HYLS Position: Q2 2026 in Review

Legacy Financial Independent Advisors increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 4.3% in Q2 2026, buying an estimated $169K and bringing the position to 101,027 shares worth $4.11M. The position accounts for 1.93% of the portfolio, ranked #17.

Legacy Financial Independent Advisors first reported a position in HYLS in Q1 2026 and has held it in 2 quarters since. 214 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

  • Legacy Financial Independent Advisors held 101,027 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $4.11M as of Q2 2026.
  • Legacy Financial Independent Advisors bought 4,125 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $169K.
  • First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 1.93% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #17 holding.
  • Legacy Financial Independent Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2026 and has held it in 2 quarters since.
  • 214 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 Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.