Money Concepts Capital’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-8,302	Closed	-$323K	–	1603
2022 Q4	$323K	Buy	8,302 +7,906	+1,996%	+$311K	0.01%	537
2022 Q3	$15K	Sell	396 -1,171	-75%	-$47.6K	﹤0.01%	980
2022 Q2	$62K	Sell	1,567 -9,459	-86%	-$401K	0.01%	666
2022 Q1	$505K	Buy	+11,026	New	+$510K	0.03%	434

Other funds holding HYLS

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Money Concepts Capital's HYLS Position: Q1 2023 in Review

Money Concepts Capital sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2023, closing a stake of 8,302 shares — an estimated $323K sold.

Money Concepts Capital first reported a position in HYLS in Q1 2022 and held it in 4 quarters. The position peaked at $505K in Q1 2022. 204 funds tracked by Wall St. Rank hold HYLS as of Q1 2023.

Money Concepts Capital reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 8,302 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2023, an estimated $323K.
Money Concepts Capital first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2022 and held it in 4 quarters.
Money Concepts Capital's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $505K in Q1 2022.
204 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.