Milestone Advisory Partners’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Milestone Advisory Partners’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	-160,270	Closed	-$7.66M	–	45
2018 Q3	$7.66M	Sell	160,270 -28,377	-15%	-$1.35M	5.43%	6
2018 Q2	$8.88M	Sell	188,647 -9	-0%	-$428	6.61%	2
2018 Q1	$8.98M	Buy	188,656 +65,459	+53%	+$3.16M	6.72%	2
2017 Q4	$5.98M	Buy	+123,197	New	+$6M	4.48%	7

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

Milestone Advisory Partners's HYLS Position: Q4 2018 in Review

Milestone Advisory Partners sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q4 2018, closing a stake of 160,270 shares — an estimated $7.66M sold.

Milestone Advisory Partners first reported a position in HYLS in Q4 2017 and held it in 4 quarters. The position peaked at $8.98M in Q1 2018. 135 funds tracked by Wall St. Rank hold HYLS as of Q4 2018.

Milestone Advisory Partners 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.
Milestone Advisory Partners sold 160,270 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2018, an estimated $7.66M.
Milestone Advisory Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2017 and held it in 4 quarters.
Milestone Advisory Partners's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $8.98M in Q1 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 Milestone Advisory Partners's 13F filing for Q4 2018, filed 4 Aug 2020.