Marion Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,053
| Closed | -$207K | – | 135 |
|
|
2025
Q1 | $207K | Buy |
5,053
+178
| +4% | +$7.31K | 0.06% | 125 |
|
|
2024
Q4 | $201K | Buy |
+4,875
| New | +$201K | 0.05% | 130 |
|
|
2022
Q3 | – | Sell |
-98,590
| Closed | -$3.86M | – | 105 |
|
|
2022
Q2 | $3.86M | Buy |
98,590
+8,348
| +9% | +$327K | 2.02% | 16 |
|
|
2022
Q1 | $4.13M | Buy |
90,242
+1,902
| +2% | +$87K | 2.02% | 14 |
|
|
2021
Q4 | $4.23M | Buy |
+88,340
| New | +$4.23M | 2% | 14 |
|