MBE Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,457
| Closed | -$474K | – | 125 |
|
|
2024
Q4 | $474K | Sell |
11,457
-1,605
| -12% | -$66.3K | 0.27% | 48 |
|
|
2024
Q3 | $548K | Buy |
13,062
+411
| +3% | +$17.2K | 0.3% | 46 |
|
|
2024
Q2 | $514K | Buy |
12,651
+454
| +4% | +$18.4K | 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% | +$5.57K | 0.31% | 40 |
|
|
2023
Q3 | $575K | Buy |
14,660
+668
| +5% | +$26.2K | 0.33% | 36 |
|
|
2023
Q2 | $555K | Buy |
13,992
+458
| +3% | +$18.2K | 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% | +$101K | 0.28% | 39 |
|
|
2022
Q3 | $323K | Buy |
8,417
+462
| +6% | +$17.7K | 0.24% | 41 |
|
|
2022
Q2 | $311K | Buy |
7,955
+412
| +5% | +$16.1K | 0.22% | 44 |
|
|
2022
Q1 | $345K | Buy |
+7,543
| New | +$345K | 0.21% | 42 |
|
|
2020
Q2 | – | Sell |
-877
| Closed | -$36K | – | 251 |
|
|
2020
Q1 | $36K | Buy |
+877
| New | +$36K | 0.03% | 155 |
|