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

LVZ Inc’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 		– Sell
-4,987
Closed -$202K – 180
2026
Q1 		$202K Sell
4,987
-36
-0.7% -$1.49K 0.02% 150
2025
Q4 		$210K Sell
5,023
-23,089
-82% -$966K 0.02% 159
2025
Q3 		$1.18M Sell
28,112
-982
-3% -$41.2K 0.13% 48
2025
Q2 		$1.22M Sell
29,094
-492
-2% -$20.2K 0.15% 47
2025
Q1 		$1.21M Buy
29,586
+1,291
+5% +$53.5K 0.16% 43
2024
Q4 		$1.17M Buy
28,295
+1,798
+7% +$75K 0.15% 42
2024
Q3 		$1.11M Sell
26,497
-4,049
-13% -$168K 0.14% 45
2024
Q2 		$1.24M Sell
30,546
-1,801
-6% -$73.2K 0.17% 42
2024
Q1 		$1.33M Sell
32,347
-7,794
-19% -$321K 0.18% 38
2023
Q4 		$1.67M Sell
40,141
-15,626
-28% -$622K 0.24% 38
2023
Q3 		$2.19M Sell
55,767
-29,854
-35% -$1.18M 0.35% 24
2023
Q2 		$3.39M Buy
85,621
+1,346
+2% +$53.3K 0.47% 18
2023
Q1 		$3.35M Buy
84,275
+16,013
+23% +$638K 0.49% 15
2022
Q4 		$2.66M Buy
68,262
+13,032
+24% +$513K 0.41% 16
2022
Q3 		$2.12M Buy
55,230
+7,921
+17% +$322K 0.37% 19
2022
Q2 		$1.85M Sell
47,309
-3,155
-6% -$134K 0.31% 20
2022
Q1 		$2.31M Sell
50,464
-674
-1% -$31.2K 0.32% 27
2021
Q4 		$2.45M Buy
51,138
+1,862
+4% +$89K 0.33% 28
2021
Q3 		$2.38M Buy
49,276
+2,022
+4% +$97.8K 0.34% 25
2021
Q2 		$2.29M Sell
47,254
-182
-0.4% -$8.85K 0.34% 27
2021
Q1 		$2.31M Sell
47,436
-7,988
-14% -$390K 0.36% 26
2020
Q4 		$2.7M Buy
55,424
+8,011
+17% +$385K 0.45% 25
2020
Q3 		$2.24M Buy
47,413
+8,195
+21% +$387K 0.46% 23
2020
Q2 		$1.8M Sell
39,218
-1,305
-3% -$59.3K 0.4% 23
2020
Q1 		$1.7M Buy
40,523
+3,034
+8% +$142K 0.42% 18
2019
Q4 		$1.83M Buy
37,489
+9,660
+35% +$467K 0.36% 24
2019
Q3 		$1.34M Sell
27,829
-339,678
-92% -$16.4M 0.29% 28
2019
Q2 		$1.25M Buy
367,507
+344,571
+1,502% +$16.6M 0.28% 31
2019
Q1 		$1.1M Buy
22,936
+6,278
+38% +$296K 0.26% 32
2018
Q4 		$747K Sell
16,658
-3,339
-17% -$156K 0.21% 35
2018
Q3 		$950K Buy
19,997
+206
+1% +$9.82K 0.24% 31
2018
Q2 		$932K Buy
19,791
+585
+3% +$27.8K 0.24% 29
2018
Q1 		$914K Sell
19,206
-3,168
-14% -$153K 0.25% 28
2017
Q4 		$1.09M Sell
22,374
-128
-0.6% -$6.24K 0.32% 24
2017
Q3 		$1.1M Buy
22,502
+8,545
+61% +$421K 0.36% 21
2017
Q2 		$686K Sell
13,957
-2,964
-18% -$146K 0.24% 27
2017
Q1 		$827K Sell
16,921
-7,770
-31% -$379K 0.3% 25
2016
Q4 		$1.19M Sell
24,691
-2,378
-9% -$115K 0.47% 20
2016
Q3 		$1.32M Sell
27,069
-1,272
-4% -$61.8K 0.54% 21
2016
Q2 		$1.35M Buy
28,341
+84
+0.3% +$4.01K 0.6% 21
2016
Q1 		$1.34M Buy
28,257
+18,226
+182% +$849K 0.63% 20
2015
Q4 		$471K Buy
+10,031
New +$481K 0.27% 27

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

LVZ Inc's HYLS Position: Q2 2026 in Review

LVZ Inc sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2026, closing a stake of 4,987 shares — an estimated $202K sold.

LVZ Inc first reported a position in HYLS in Q4 2015 and held it in 42 quarters. The position peaked at $3.39M in Q2 2023. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

  • LVZ Inc reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2026 after selling out during the quarter.
  • LVZ Inc sold 4,987 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $202K.
  • LVZ Inc first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2015 and held it in 42 quarters.
  • LVZ Inc's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $3.39M 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 LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.