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

Milestone Asset 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 Q2	–	Sell	-32,164	Closed	-$1.32M	–	221
2025 Q1	$1.32M	Buy	+32,164	New	+$1.33M	0.28%	75

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Milestone Asset Management's HYLS Position: Q2 2025 in Review

Milestone Asset Management sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2025, closing a stake of 32,164 shares — an estimated $1.32M sold.

Milestone Asset Management first reported a position in HYLS in Q1 2025 and held it in 1 quarter. The position peaked at $1.32M in Q1 2025. 216 funds tracked by Wall St. Rank hold HYLS as of Q2 2025.

Milestone Asset Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2025 after selling out during the quarter.
Milestone Asset Management sold 32,164 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2025, an estimated $1.32M.
Milestone Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2025 and held it in 1 quarter.
Milestone Asset Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $1.32M in Q1 2025.
216 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2025.

Based on Milestone Asset Management's 13F filing for Q2 2025, filed 5 Aug 2025.