Migdal Insurance & Financial Holdings’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Migdal Insurance & Financial Holdings’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
2026 Q1	$25.2K	Hold	620	–	–	﹤0.01%	319
2025 Q4	$26K	Hold	620	–	–	﹤0.01%	305
2025 Q3	$26K	Hold	620	–	–	﹤0.01%	300
2025 Q2	$26K	Hold	620	–	–	﹤0.01%	302
2025 Q1	$25K	Hold	620	–	–	﹤0.01%	334
2024 Q4	$26K	Hold	620	–	–	﹤0.01%	270
2024 Q3	$26K	Hold	620	–	–	﹤0.01%	279
2024 Q2	$25K	Hold	620	–	–	﹤0.01%	345
2024 Q1	$26K	Hold	620	–	–	﹤0.01%	292
2023 Q4	$26K	Hold	620	–	–	﹤0.01%	370
2023 Q3	$24K	Hold	620	–	–	﹤0.01%	364
2023 Q2	$25K	Sell	620 -820	-57%	-$32.5K	﹤0.01%	367
2023 Q1	$57K	Hold	1,440	–	–	﹤0.01%	346
2022 Q4	$56K	Hold	1,440	–	–	﹤0.01%	306
2022 Q3	$55K	Hold	1,440	–	–	﹤0.01%	306
2022 Q2	$56K	Hold	1,440	–	–	﹤0.01%	358
2022 Q1	$66K	Sell	1,440 -410	-22%	-$19K	﹤0.01%	405
2021 Q4	$89K	Sell	1,850 -1,250	-40%	-$59.7K	﹤0.01%	380
2021 Q3	$149K	Hold	3,100	–	–	﹤0.01%	317
2021 Q2	$150K	Hold	3,100	–	–	﹤0.01%	349
2021 Q1	$151K	Hold	3,100	–	–	﹤0.01%	400
2020 Q4	$151K	Hold	3,100	–	–	﹤0.01%	348
2020 Q3	$146K	Hold	3,100	–	–	﹤0.01%	447
2020 Q2	$142K	Hold	3,100	–	–	﹤0.01%	376
2020 Q1	$130K	Sell	3,100 -1,050	-25%	-$49.1K	﹤0.01%	349
2019 Q4	$202K	Hold	4,150	–	–	﹤0.01%	415
2019 Q3	$200K	Hold	4,150	–	–	﹤0.01%	471
2019 Q2	$200K	Hold	4,150	–	–	0.01%	472
2019 Q1	$198K	Sell	4,150 -3,680	-47%	-$174K	﹤0.01%	406
2018 Q4	$351K	Sell	7,830 -86,161	-92%	-$4.02M	0.01%	300
2018 Q3	$4.49M	Buy	93,991 +115	+0.1%	+$5.48K	0.09%	159
2018 Q2	$4.42M	Sell	93,876 -2,134	-2%	-$102K	0.11%	153
2018 Q1	$4.57M	Sell	96,010 -5,841	-6%	-$282K	0.11%	146
2017 Q4	$4.95M	Sell	101,851 -94	-0.1%	-$4.58K	0.12%	135
2017 Q3	$5M	Buy	101,945 +14,092	+16%	+$694K	0.12%	126
2017 Q2	$4.32M	Buy	87,853 +7,407	+9%	+$364K	0.1%	114
2017 Q1	$3.93M	Buy	80,446 +32,960	+69%	+$1.61M	0.09%	109
2016 Q4	$2.29M	Buy	+47,486	New	+$2.29M	0.06%	115

Other funds holding HYLS

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

KFP

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

Migdal Insurance & Financial Holdings's HYLS Position: Q1 2026 in Review

Migdal Insurance & Financial Holdings held its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) position steady in Q1 2026 at 620 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Migdal Insurance & Financial Holdings first reported a position in HYLS in Q4 2016 and has held it in 38 quarters since. The position peaked at $5M in Q3 2017. 219 funds tracked by Wall St. Rank hold HYLS as of Q1 2026.

Migdal Insurance & Financial Holdings held 620 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $25.2K as of Q1 2026.
Migdal Insurance & Financial Holdings left its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF share count unchanged in Q1 2026.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up ﹤0.01% of Migdal Insurance & Financial Holdings's portfolio in Q1 2026, its #319 holding.
Migdal Insurance & Financial Holdings first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2016 and has held it in 38 quarters since.
Migdal Insurance & Financial Holdings's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $5M in Q3 2017.
219 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2026, filed 14 May 2026.