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

Moloney Securities 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
Q3 		– Sell
-9,542
Closed -$399K – 510
2025
Q2 		$399K Sell
9,542
-8,437
-47% -$347K 0.05% 307
2025
Q1 		$738K Sell
17,979
-415
-2% -$17.2K 0.1% 209
2024
Q4 		$760K Sell
18,394
-958
-5% -$40K 0.1% 212
2024
Q3 		$812K Buy
19,352
+739
+4% +$30.6K 0.11% 215
2024
Q2 		$756K Buy
18,613
+1,227
+7% +$49.9K 0.11% 209
2024
Q1 		$717K Buy
17,386
+392
+2% +$16.1K 0.11% 210
2023
Q4 		$706K Buy
16,994
+1,791
+12% +$71.3K 0.11% 205
2023
Q3 		$596K Buy
15,203
+1,146
+8% +$45.4K 0.11% 213
2023
Q2 		$557K Buy
14,057
+2,465
+21% +$97.6K 0.1% 227
2023
Q1 		$461K Buy
11,592
+1,283
+12% +$51.1K 0.09% 251
2022
Q4 		$401K Buy
10,309
+706
+7% +$27.8K 0.09% 251
2022
Q3 		$368K Buy
+9,603
New +$390K 0.09% 241
2021
Q4 		– Sell
-22,625
Closed -$1.09M – 456
2021
Q3 		$1.09M Buy
22,625
+58
+0.3% +$2.81K 0.2% 136
2021
Q2 		$1.09M Sell
22,567
-82
-0.4% -$3.99K 0.2% 133
2021
Q1 		$1.1M Sell
22,649
-640
-3% -$31.3K 0.22% 125
2020
Q4 		$1.14M Sell
23,289
-1,729
-7% -$83.2K 0.25% 112
2020
Q3 		$1.18M Sell
25,018
-191
-0.8% -$9.03K 0.31% 88
2020
Q2 		$1.16M Buy
25,209
+836
+3% +$38K 0.34% 91
2020
Q1 		$1.02M Buy
24,373
+1,893
+8% +$88.6K 0.37% 85
2019
Q4 		$1.1M Buy
+22,480
New +$1.09M 0.34% 94
2019
Q3 		– Sell
-19,044
Closed -$916K – 339
2019
Q2 		$916K Buy
+19,044
New +$915K 0.31% 98

Other funds holding HYLS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Moloney Securities Asset Management's HYLS Position: Q3 2025 in Review

Moloney Securities Asset Management sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2025, closing a stake of 9,542 shares — an estimated $399K sold.

Moloney Securities Asset Management first reported a position in HYLS in Q2 2019 and held it in 21 quarters. The position peaked at $1.18M in Q3 2020. 209 funds tracked by Wall St. Rank hold HYLS as of Q3 2025.

  • Moloney Securities Asset Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2025 after selling out during the quarter.
  • Moloney Securities Asset Management sold 9,542 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2025, an estimated $399K.
  • Moloney Securities Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2019 and held it in 21 quarters.
  • Moloney Securities Asset Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $1.18M in Q3 2020.
  • 209 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.