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

MAI Capital 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	–	Sell	-2,412	Closed	-$97.9K	–	3278
2026 Q1	$97.9K	Buy	2,412 +2	+0.1%	+$83	﹤0.01%	1845
2025 Q4	$101K	Sell	2,410 -183	-7%	-$7.66K	﹤0.01%	1636
2025 Q3	$109K	Buy	2,593 +3	+0.1%	+$126	﹤0.01%	1530
2025 Q2	$108K	Sell	2,590 -47	-2%	-$1.93K	﹤0.01%	1442
2025 Q1	$108K	Sell	2,637 -138	-5%	-$5.72K	﹤0.01%	1367
2024 Q4	$115K	Buy	+2,775	New	+$116K	﹤0.01%	1373

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

MAI Capital Management's HYLS Position: Q2 2026 in Review

MAI Capital Management sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2026, closing a stake of 2,412 shares — an estimated $97.9K sold.

MAI Capital Management first reported a position in HYLS in Q4 2024 and held it in 6 quarters. The position peaked at $115K in Q4 2024. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

MAI Capital Management 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.
MAI Capital Management sold 2,412 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $97.9K.
MAI Capital Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $115K in Q4 2024.
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 MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.