Moors & Cabot
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Moors & Cabot’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Moors & Cabot’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
Q3 		$567K Sell
14,425
-400
-3% -$16.2K 0.02% 527
2026
Q2 		$603K Buy
14,825
+948
+7% +$38.8K 0.02% 517
2026
Q1 		$563K Sell
13,877
-1,501
-10% -$62K 0.02% 514
2025
Q4 		$644K Buy
15,378
+975
+7% +$40.8K 0.03% 467
2025
Q3 		$606K Sell
14,403
-450
-3% -$18.9K 0.03% 474
2025
Q2 		$621K Buy
14,853
+100
+0.7% +$4.12K 0.03% 453
2025
Q1 		$605K Buy
14,753
+2,075
+16% +$86K 0.03% 433
2024
Q4 		$524K Buy
12,678
+2,350
+23% +$98K 0.02% 491
2024
Q3 		$433K Buy
10,328
+1,006
+11% +$41.6K 0.02% 530
2024
Q2 		$379K Buy
9,322
+1,197
+15% +$48.7K 0.02% 555
2024
Q1 		$335K Buy
8,125
+150
+2% +$6.18K 0.02% 635
2023
Q4 		$332K Sell
7,975
-75
-0.9% -$2.98K 0.02% 597
2023
Q3 		$316K Buy
8,050
+398
+5% +$15.8K 0.02% 582
2023
Q2 		$303K Buy
7,652
+701
+10% +$27.8K 0.02% 609
2023
Q1 		$276K Buy
+6,951
New +$277K 0.02% 638

Other funds holding HYLS

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
KMG Fiduciary Partners
KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return
Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Private Advisory Group
Private Advisory Group Redmond, Washington $1.87B AUM 37.58% 1-Year Est. Return

Moors & Cabot's HYLS Position: Q3 2026 in Review

Moors & Cabot reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 2.7% in Q3 2026, selling an estimated $16.2K and leaving 14,425 shares worth $567K. The position accounts for 0.02% of the portfolio, ranked #527.

Moors & Cabot first reported a position in HYLS in Q1 2023 and has held it in 15 quarters since. The position peaked at $644K in Q4 2025. 138 funds tracked by Wall St. Rank hold HYLS as of Q3 2026.

  • Moors & Cabot held 14,425 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $567K as of Q3 2026.
  • Moors & Cabot sold 400 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2026, an estimated $16.2K.
  • First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.02% of Moors & Cabot's portfolio in Q3 2026, its #527 holding.
  • Moors & Cabot first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2023 and has held it in 15 quarters since.
  • Moors & Cabot's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $644K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.