Measured Wealth Private Client Group’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Measured Wealth Private Client Group’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 Q4	–	Sell	-400	Closed	-$19K	–	378
2018 Q3	$19K	Buy	+400	New	+$19.1K	0.01%	529

Other funds holding HYLS

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

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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Measured Wealth Private Client Group's HYLS Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q4 2018, closing a stake of 400 shares — an estimated $19K sold.

Measured Wealth Private Client Group first reported a position in HYLS in Q3 2018 and held it in 1 quarter. The position peaked at $19K in Q3 2018. 135 funds tracked by Wall St. Rank hold HYLS as of Q4 2018.

Measured Wealth Private Client Group reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q4 2018 after selling out during the quarter.
Measured Wealth Private Client Group sold 400 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2018, an estimated $19K.
Measured Wealth Private Client Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2018 and held it in 1 quarter.
Measured Wealth Private Client Group's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $19K in Q3 2018.
135 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.