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

Lighthouse 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
2026 Q2	$580K	Sell	14,272 -1,105	-7%	-$45.2K	0.36%	36
2026 Q1	$624K	Sell	15,377 -1,254	-8%	-$51.8K	0.42%	33
2025 Q4	$696K	Buy	16,631 +2,692	+19%	+$113K	0.48%	29
2025 Q3	$586K	Buy	13,939 +145	+1%	+$6.08K	0.48%	31
2025 Q2	$577K	Sell	13,794 -108	-0.8%	-$4.45K	0.5%	31
2025 Q1	$571K	Sell	13,902 -1,397	-9%	-$57.9K	0.52%	25
2024 Q4	$632K	Buy	+15,299	New	+$638K	0.58%	23

Other funds holding HYLS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lighthouse Wealth Management's HYLS Position: Q2 2026 in Review

Lighthouse Wealth Management reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 7.2% in Q2 2026, selling an estimated $45.2K and leaving 14,272 shares worth $580K. The position accounts for 0.36% of the portfolio, ranked #36.

Lighthouse Wealth Management first reported a position in HYLS in Q4 2024 and has held it in 7 quarters since. The position peaked at $696K in Q4 2025. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Lighthouse Wealth Management held 14,272 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $580K as of Q2 2026.
Lighthouse Wealth Management sold 1,105 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $45.2K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.36% of Lighthouse Wealth Management's portfolio in Q2 2026, its #36 holding.
Lighthouse Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2024 and has held it in 7 quarters since.
Lighthouse Wealth Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $696K in Q4 2025.
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 Lighthouse Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.