Mount Yale Investment Advisors’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Mount Yale Investment Advisors’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	$7.88M	Sell	193,923 -81,408	-30%	-$3.33M	0.15%	161
2026 Q1	$11.2M	Buy	275,331 +11,347	+4%	+$469K	0.26%	87
2025 Q4	$11.1M	Buy	263,984 +26,183	+11%	+$1.1M	0.53%	38
2025 Q3	$10M	Buy	+237,801	New	+$9.97M	0.7%	31

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

Mount Yale Investment Advisors's HYLS Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 30% in Q2 2026, selling an estimated $3.33M and leaving 193,923 shares worth $7.88M. The position accounts for 0.15% of the portfolio, ranked #161.

Mount Yale Investment Advisors first reported a position in HYLS in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.2M in Q1 2026. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Mount Yale Investment Advisors held 193,923 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $7.88M as of Q2 2026.
Mount Yale Investment Advisors sold 81,408 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $3.33M.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.15% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #161 holding.
Mount Yale Investment Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2025 and has held it in 4 quarters since.
Mount Yale Investment Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $11.2M in Q1 2026.
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 Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.