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

MBE 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 Q1	–	Sell	-11,457	Closed	-$474K	–	125
2024 Q4	$474K	Sell	11,457 -1,605	-12%	-$66.9K	0.27%	48
2024 Q3	$548K	Buy	13,062 +411	+3%	+$17K	0.3%	46
2024 Q2	$514K	Buy	12,651 +454	+4%	+$18.5K	0.31%	45
2024 Q1	$503K	Sell	12,197 -2,597	-18%	-$107K	0.31%	47
2023 Q4	$615K	Buy	14,794 +134	+0.9%	+$5.33K	0.31%	40
2023 Q3	$575K	Buy	14,660 +668	+5%	+$26.5K	0.33%	36
2023 Q2	$555K	Buy	13,992 +458	+3%	+$18.1K	0.3%	34
2023 Q1	$538K	Buy	13,534 +2,516	+23%	+$100K	0.32%	32
2022 Q4	$429K	Buy	11,018 +2,601	+31%	+$102K	0.28%	39
2022 Q3	$323K	Buy	8,417 +462	+6%	+$18.8K	0.24%	41
2022 Q2	$311K	Buy	7,955 +412	+5%	+$17.5K	0.22%	44
2022 Q1	$345K	Buy	+7,543	New	+$349K	0.21%	42
2020 Q2	–	Sell	-877	Closed	-$36K	–	251
2020 Q1	$36K	Buy	+877	New	+$41K	0.03%	155

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

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

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

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

PNC

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

MBE Wealth Management's HYLS Position: Q1 2025 in Review

MBE Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2025, closing a stake of 11,457 shares — an estimated $474K sold.

MBE Wealth Management first reported a position in HYLS in Q1 2020 and held it in 13 quarters. The position peaked at $615K in Q4 2023. 222 funds tracked by Wall St. Rank hold HYLS as of Q1 2025.

MBE Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2025 after selling out during the quarter.
MBE Wealth Management sold 11,457 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2025, an estimated $474K.
MBE Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2020 and held it in 13 quarters.
MBE Wealth Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $615K in Q4 2023.
222 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2025.

Based on MBE Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.