MassMutual Private Wealth & Trust’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

MassMutual Private Wealth & Trust’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
2023 Q2	–	Sell	-414	Closed	-$16.5K	–	1960
2023 Q1	$16.5K	Buy	+414	New	+$16.5K	﹤0.01%	788

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MassMutual Private Wealth & Trust's HYLS Position: Q2 2023 in Review

MassMutual Private Wealth & Trust sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2023, closing a stake of 414 shares — an estimated $16.5K sold.

MassMutual Private Wealth & Trust first reported a position in HYLS in Q1 2023 and held it in 1 quarter. The position peaked at $16.5K in Q1 2023. 211 funds tracked by Wall St. Rank hold HYLS as of Q2 2023.

MassMutual Private Wealth & Trust reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2023 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 414 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2023, an estimated $16.5K.
MassMutual Private Wealth & Trust first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2023 and held it in 1 quarter.
MassMutual Private Wealth & Trust's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $16.5K in Q1 2023.
211 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2023, filed 2 Aug 2023.