Merit Financial Group’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Merit Financial 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
2024 Q1	–	Sell	-5,233	Closed	-$218K	–	888
2023 Q4	$218K	Sell	5,233 -3,015	-37%	-$120K	0.01%	707
2023 Q3	$324K	Sell	8,248 -971	-11%	-$38.5K	0.01%	566
2023 Q2	$365K	Buy	+9,219	New	+$365K	0.01%	542

Other funds holding HYLS

Morgan Stanley New York $1.66T AUM 25.57% 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

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

OCM

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PNC

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

Merit Financial Group's HYLS Position: Q1 2024 in Review

Merit Financial Group sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2024, closing a stake of 5,233 shares — an estimated $218K sold.

Merit Financial Group first reported a position in HYLS in Q2 2023 and held it in 3 quarters. The position peaked at $365K in Q2 2023. 206 funds tracked by Wall St. Rank hold HYLS as of Q1 2024.

Merit Financial Group reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2024 after selling out during the quarter.
Merit Financial Group sold 5,233 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2024, an estimated $218K.
Merit Financial Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2023 and held it in 3 quarters.
Merit Financial Group's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $365K in Q2 2023.
206 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2024.

Based on Merit Financial Group's 13F filing for Q1 2024, filed 6 May 2024.