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Luken Investment Analytics’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Luken Investment Analytics’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 		$343K Sell
8,437
-5,074
-38% -$207K 0.12% 53
2026
Q1 		$548K Buy
13,511
+736
+6% +$30.4K 0.21% 41
2025
Q4 		$535K Buy
12,775
+272
+2% +$11.4K 0.21% 36
2025
Q3 		$526K Sell
12,503
-16,718
-57% -$701K 0.21% 37
2025
Q2 		$1.22M Sell
29,221
-1,747
-6% -$71.9K 0.54% 25
2025
Q1 		$1.27M Buy
30,968
+8,655
+39% +$359K 0.6% 21
2024
Q4 		$922K Buy
22,313
+12,371
+124% +$516K 0.43% 25
2024
Q3 		$417K Buy
9,942
+105
+1% +$4.34K 0.19% 35
2024
Q2 		$400K Sell
9,837
-71,459
-88% -$2.91M 0.2% 36
2024
Q1 		$3.35M Buy
81,296
+3,110
+4% +$128K 1.69% 18
2023
Q4 		$3.25M Sell
78,186
-293,387
-79% -$11.7M 1.75% 16
2023
Q3 		$14.6M Sell
371,573
-21,003
-5% -$833K 8.45% 3
2023
Q2 		$15.6M Buy
392,576
+12,469
+3% +$494K 8.7% 4
2023
Q1 		$15.1M Buy
380,107
+42,336
+13% +$1.69M 8.88% 5
2022
Q4 		$13.2M Buy
+337,771
New +$13.3M 8.4% 5
2020
Q4 		$65K Buy
+1,332
New +$64.1K 0.05% 51

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

Luken Investment Analytics's HYLS Position: Q2 2026 in Review

Luken Investment Analytics reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 38% in Q2 2026, selling an estimated $207K and leaving 8,437 shares worth $343K. The position accounts for 0.12% of the portfolio, ranked #53.

Luken Investment Analytics first reported a position in HYLS in Q4 2020 and has held it in 16 quarters since. The position peaked at $15.6M in Q2 2023. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

  • Luken Investment Analytics held 8,437 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $343K as of Q2 2026.
  • Luken Investment Analytics sold 5,074 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $207K.
  • First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.12% of Luken Investment Analytics's portfolio in Q2 2026, its #53 holding.
  • Luken Investment Analytics first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2020 and has held it in 16 quarters since.
  • Luken Investment Analytics's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $15.6M in Q2 2023.
  • 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 Luken Investment Analytics's 13F filing for Q2 2026, filed 28 Jul 2026.