Mariner Independent Advisor Network’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Mariner Independent Advisor Network’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 Q3	$579K	Sell	15,117 -639	-4%	-$26K	0.02%	448
2022 Q2	$620K	Sell	15,756 -997	-6%	-$42.3K	0.03%	448
2022 Q1	$763K	Sell	16,753 -3,955	-19%	-$183K	0.03%	398
2021 Q4	$990K	Buy	20,708 +2,574	+14%	+$123K	0.05%	331
2021 Q3	$874K	Sell	18,134 -7,581	-29%	-$367K	0.04%	347
2021 Q2	$1.25M	Buy	25,715 +13,815	+116%	+$672K	0.06%	309
2021 Q1	$579K	Buy	11,900 +194	+2%	+$9.47K	0.03%	351
2020 Q4	$570K	Sell	11,706 -137,253	-92%	-$6.6M	0.03%	340
2020 Q3	$7.03M	Sell	148,959 -27,959	-16%	-$1.32M	0.58%	36
2020 Q2	$8.14M	Buy	+176,918	New	+$8.03M	0.75%	29
2018 Q4	–	Sell	-16,945	Closed	-$806K	–	361
2018 Q3	$806K	Buy	+16,945	New	+$808K	0.1%	162
2018 Q2	–	Sell	-11,146	Closed	-$530K	–	227
2018 Q1	$530K	Buy	+11,146	New	+$537K	0.03%	285

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

PNC

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

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Mariner Independent Advisor Network's HYLS Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 4.1% in Q3 2022, selling an estimated $26K and leaving 15,117 shares worth $579K. The position accounts for 0.02% of the portfolio, ranked #448.

Mariner Independent Advisor Network first reported a position in HYLS in Q1 2018 and has held it in 12 quarters since. The position peaked at $8.14M in Q2 2020. 202 funds tracked by Wall St. Rank hold HYLS as of Q3 2022.

Mariner Independent Advisor Network held 15,117 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $579K as of Q3 2022.
Mariner Independent Advisor Network sold 639 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2022, an estimated $26K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.02% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #448 holding.
Mariner Independent Advisor Network first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2018 and has held it in 12 quarters since.
Mariner Independent Advisor Network's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $8.14M in Q2 2020.
202 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.