Lloyd Advisory Services’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Lloyd Advisory Services’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 Q2	–	Sell	-135	Closed	-$6K	–	283
2022 Q1	$6K	Buy	135 +112	+487%	+$5.18K	﹤0.01%	431
2021 Q4	$1K	Hold	23	–	–	﹤0.01%	393
2021 Q3	$1K	Sell	23 -2	-8%	-$97	﹤0.01%	365
2021 Q2	$1K	Sell	25 -89	-78%	-$4.33K	﹤0.01%	374
2021 Q1	$6K	Buy	114 +15	+15%	+$732	﹤0.01%	276
2020 Q4	$5K	Sell	99 -13	-12%	-$625	﹤0.01%	245
2020 Q3	$5K	Sell	112 -197	-64%	-$9.31K	﹤0.01%	229
2020 Q2	$14K	Buy	309 +58	+23%	+$2.63K	0.01%	172
2020 Q1	$11K	Sell	251 -1,060	-81%	-$49.6K	0.01%	159
2019 Q4	$64K	Buy	+1,311	New	+$63.3K	0.06%	106

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC

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

Lloyd Advisory Services's HYLS Position: Q2 2022 in Review

Lloyd Advisory Services sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2022, closing a stake of 135 shares — an estimated $6K sold.

Lloyd Advisory Services first reported a position in HYLS in Q4 2019 and held it in 10 quarters. The position peaked at $64K in Q4 2019. 206 funds tracked by Wall St. Rank hold HYLS as of Q2 2022.

Lloyd Advisory Services reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2022 after selling out during the quarter.
Lloyd Advisory Services sold 135 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2022, an estimated $6K.
Lloyd Advisory Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2019 and held it in 10 quarters.
Lloyd Advisory Services's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $64K in Q4 2019.
206 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.