M Holdings Securities’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

M Holdings Securities’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	-4,483	Closed	-$205K	–	481
2022 Q1	$205K	Buy	+4,483	New	+$207K	0.02%	475
2021 Q2	–	Sell	-4,202	Closed	-$204K	–	335
2021 Q1	$204K	Buy	+4,202	New	+$205K	0.02%	469

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

M Holdings Securities's HYLS Position: Q2 2022 in Review

M Holdings Securities sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2022, closing a stake of 4,483 shares — an estimated $205K sold.

M Holdings Securities first reported a position in HYLS in Q1 2021 and held it in 2 quarters. The position peaked at $205K in Q1 2022. 206 funds tracked by Wall St. Rank hold HYLS as of Q2 2022.

M Holdings Securities 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.
M Holdings Securities sold 4,483 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2022, an estimated $205K.
M Holdings Securities first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2021 and held it in 2 quarters.
M Holdings Securities's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $205K in Q1 2022.
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 M Holdings Securities's 13F filing for Q2 2022, filed 16 Aug 2022.