Liberty Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Liberty Wealth Management’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
2020 Q2	–	Sell	-740	Closed	-$31K	–	912
2020 Q1	$31K	Buy	+740	New	+$34.6K	0.03%	278
2019 Q4	–	Sell	-771	Closed	-$37K	–	937
2019 Q3	$37K	Buy	+771	New	+$37.1K	0.04%	284

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Liberty Wealth Management's HYLS Position: Q2 2020 in Review

Liberty Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2020, closing a stake of 740 shares — an estimated $31K sold.

Liberty Wealth Management first reported a position in HYLS in Q3 2019 and held it in 2 quarters. The position peaked at $37K in Q3 2019. 162 funds tracked by Wall St. Rank hold HYLS as of Q2 2020.

Liberty Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2020 after selling out during the quarter.
Liberty Wealth Management sold 740 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2020, an estimated $31K.
Liberty Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2019 and held it in 2 quarters.
Liberty Wealth Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $37K in Q3 2019.
162 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.