ML
HYLS icon

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

McAdam LLC’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
2018
Q3 		– Sell
-95
Closed -$4K – 694
2018
Q2 		$4K Buy
+95
New +$4.52K ﹤0.01% 418

Other funds holding HYLS

Morgan Stanley
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
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

McAdam LLC's HYLS Position: Q3 2018 in Review

McAdam LLC sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2018, closing a stake of 95 shares — an estimated $4K sold.

McAdam LLC first reported a position in HYLS in Q2 2018 and held it in 1 quarter. The position peaked at $4K in Q2 2018. 131 funds tracked by Wall St. Rank hold HYLS as of Q3 2018.

  • McAdam LLC reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2018 after selling out during the quarter.
  • McAdam LLC sold 95 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2018, an estimated $4K.
  • McAdam LLC first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2018 and held it in 1 quarter.
  • McAdam LLC's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $4K in Q2 2018.
  • 131 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2018.

Based on McAdam LLC's 13F filing for Q3 2018, filed 10 Oct 2018.