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

Mattern 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
2022 Q2	–	Sell	-94,598	Closed	-$4.33M	–	158
2022 Q1	$4.33M	Sell	94,598 -124,387	-57%	-$5.76M	1.42%	14
2021 Q4	$10.5M	Buy	218,985 +1,758	+0.8%	+$84K	3.08%	7
2021 Q3	$10.5M	Sell	217,227 -1,628	-0.7%	-$78.7K	3.52%	3
2021 Q2	$10.6M	Buy	218,855 +18,324	+9%	+$891K	3.38%	3
2021 Q1	$9.76M	Buy	200,531 +80,594	+67%	+$3.94M	3.44%	6
2020 Q4	$5.84M	Sell	119,937 -905	-0.7%	-$43.5K	2.21%	13
2020 Q3	$5.7M	Buy	120,842 +71,548	+145%	+$3.38M	2.44%	7
2020 Q2	$2.26M	Buy	+49,294	New	+$2.24M	1.1%	27

Other funds holding HYLS

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of America

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

One Capital Management Westlake Village, California $3.61B AUM 15.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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