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

MGB Wealth Management’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
2025 Q4	$83.7K	Buy	2,000 +1,000	+100%	+$41.8K	0.02%	252
2025 Q3	$42K	Hold	1,000	–	–	0.01%	272
2025 Q2	$41.8K	Hold	1,000	–	–	0.01%	266
2025 Q1	$41K	Buy	+1,000	New	+$41.5K	0.01%	251

Other funds holding HYLS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

MGB Wealth Management's HYLS Position: Q4 2025 in Review

MGB Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 100% in Q4 2025, buying an estimated $41.8K and bringing the position to 2,000 shares worth $83.7K. The position accounts for 0.02% of the portfolio, ranked #252.

MGB Wealth Management first reported a position in HYLS in Q1 2025 and has held it in 4 quarters since. 221 funds tracked by Wall St. Rank hold HYLS as of Q4 2025.

MGB Wealth Management held 2,000 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $83.7K as of Q4 2025.
MGB Wealth Management bought 1,000 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2025, an estimated $41.8K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.02% of MGB Wealth Management's portfolio in Q4 2025, its #252 holding.
MGB Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2025 and has held it in 4 quarters since.
221 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.