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

Marion Wealth 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
2025 Q2	–	Sell	-5,053	Closed	-$207K	–	135
2025 Q1	$207K	Buy	5,053 +178	+4%	+$7.38K	0.06%	125
2024 Q4	$201K	Buy	+4,875	New	+$203K	0.05%	130
2022 Q3	–	Sell	-98,590	Closed	-$3.86M	–	105
2022 Q2	$3.86M	Buy	98,590 +8,348	+9%	+$354K	2.02%	16
2022 Q1	$4.13M	Buy	90,242 +1,902	+2%	+$88K	2.02%	14
2021 Q4	$4.23M	Buy	+88,340	New	+$4.22M	2%	14

Other funds holding HYLS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Marion Wealth Management's HYLS Position: Q2 2025 in Review

Marion Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2025, closing a stake of 5,053 shares — an estimated $207K sold.

Marion Wealth Management first reported a position in HYLS in Q4 2021 and held it in 5 quarters. The position peaked at $4.23M in Q4 2021. 216 funds tracked by Wall St. Rank hold HYLS as of Q2 2025.

Marion Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2025 after selling out during the quarter.
Marion Wealth Management sold 5,053 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2025, an estimated $207K.
Marion Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2021 and held it in 5 quarters.
Marion Wealth Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $4.23M in Q4 2021.
216 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2025.

Based on Marion Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.