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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Moors & Cabot's HYLS Position: Q2 2026 in Review

Moors & Cabot increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 6.8% in Q2 2026, buying an estimated $38.8K and bringing the position to 14,825 shares worth $603K. The position accounts for 0.02% of the portfolio, ranked #517.

Moors & Cabot first reported a position in HYLS in Q1 2023 and has held it in 14 quarters since. The position peaked at $644K in Q4 2025. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Moors & Cabot held 14,825 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $603K as of Q2 2026.
Moors & Cabot bought 948 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $38.8K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.02% of Moors & Cabot's portfolio in Q2 2026, its #517 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 14 quarters since.
Moors & Cabot's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $644K in Q4 2025.
215 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.