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

MBL Wealth’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
2021 Q1	$518K	Sell	10,640 -8,535	-45%	-$417K	0.18%	85
2020 Q4	$934K	Buy	+19,175	New	+$922K	0.37%	49

Other funds holding HYLS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

OCM

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MBL Wealth's HYLS Position: Q1 2021 in Review

MBL Wealth reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 45% in Q1 2021, selling an estimated $417K and leaving 10,640 shares worth $518K. The position accounts for 0.18% of the portfolio, ranked #85.

MBL Wealth first reported a position in HYLS in Q4 2020 and has held it in 2 quarters since. The position peaked at $934K in Q4 2020. 203 funds tracked by Wall St. Rank hold HYLS as of Q1 2021.

MBL Wealth held 10,640 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $518K as of Q1 2021.
MBL Wealth sold 8,535 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2021, an estimated $417K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.18% of MBL Wealth's portfolio in Q1 2021, its #85 holding.
MBL Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2020 and has held it in 2 quarters since.
MBL Wealth's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $934K in Q4 2020.
203 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2021.

Based on MBL Wealth's 13F filing for Q1 2021, filed 27 May 2021.