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

LexAurum 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
2022 Q3	–	Sell	-8,530	Closed	-$334K	–	252
2022 Q2	$334K	Sell	8,530 -1,442	-14%	-$61.1K	0.12%	164
2022 Q1	$456K	Sell	9,972 -244	-2%	-$11.3K	0.15%	136
2021 Q4	$489K	Sell	10,216 -47,136	-82%	-$2.25M	0.16%	140
2021 Q3	$2.76M	Sell	57,352 -598	-1%	-$28.9K	0.82%	26
2021 Q2	$2.81M	Buy	57,950 +16,994	+41%	+$826K	0.83%	23
2021 Q1	$1.99M	Sell	40,956 -464	-1%	-$22.7K	0.68%	39
2020 Q4	$2.02M	Buy	41,420 +431	+1%	+$20.7K	0.72%	37
2020 Q3	$1.93M	Buy	40,989 +29,920	+270%	+$1.41M	0.79%	21
2020 Q2	$507K	Buy	11,069 +194	+2%	+$8.81K	0.28%	81
2020 Q1	$457K	Sell	10,875 -41,110	-79%	-$1.92M	0.32%	64
2019 Q4	$2.54M	Buy	51,985 +4,017	+8%	+$194K	1.25%	18
2019 Q3	$2.31M	Sell	47,968 -231	-0.5%	-$11.1K	1.37%	17
2019 Q2	$2.32M	Buy	48,199 +2,206	+5%	+$106K	1.43%	14
2019 Q1	$2.2M	Buy	+45,993	New	+$2.17M	1.45%	21

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

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

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

OCM

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

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

LexAurum Advisors's HYLS Position: Q3 2022 in Review

LexAurum Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2022, closing a stake of 8,530 shares — an estimated $334K sold.

LexAurum Advisors first reported a position in HYLS in Q1 2019 and held it in 14 quarters. The position peaked at $2.81M in Q2 2021. 202 funds tracked by Wall St. Rank hold HYLS as of Q3 2022.

LexAurum Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2022 after selling out during the quarter.
LexAurum Advisors sold 8,530 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2022, an estimated $334K.
LexAurum Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2019 and held it in 14 quarters.
LexAurum Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $2.81M in Q2 2021.
202 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2022.

Based on LexAurum Advisors's 13F filing for Q3 2022, filed 17 Oct 2022.