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

Mascoma 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
2026 Q3	–	Sell	-122	Closed	-$4.96K	–	605
2026 Q2	$4.96K	Buy	+122	New	+$4.99K	﹤0.01%	381
2019 Q3	–	Sell	-19,873	Closed	-$956K	–	202
2019 Q2	$956K	Buy	+19,873	New	+$955K	0.6%	28

Other funds holding HYLS

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

BAWM

Bennett Associates Wealth Management Butler, Pennsylvania $165M AUM 14% 1-Year Est. Return

Mascoma Wealth Management's HYLS Position: Q3 2026 in Review

Mascoma Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2026, closing a stake of 122 shares — an estimated $4.96K sold.

Mascoma Wealth Management first reported a position in HYLS in Q2 2019 and held it in 2 quarters. The position peaked at $956K in Q2 2019. 57 funds tracked by Wall St. Rank hold HYLS as of Q3 2026.

Mascoma Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2026 after selling out during the quarter.
Mascoma Wealth Management sold 122 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2026, an estimated $4.96K.
Mascoma Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2019 and held it in 2 quarters.
Mascoma Wealth Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $956K in Q2 2019.
57 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.