MTM Investment Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

MTM Investment 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
2026 Q2	$8.13K	Hold	200	–	–	﹤0.01%	553
2026 Q1	$8.11K	Sell	200 -60	-23%	-$2.48K	﹤0.01%	547
2025 Q4	$10.9K	Hold	260	–	–	﹤0.01%	516
2025 Q3	$10.9K	Hold	260	–	–	﹤0.01%	526
2025 Q2	$10.9K	Hold	260	–	–	﹤0.01%	527
2025 Q1	$10.7K	Hold	260	–	–	﹤0.01%	252
2024 Q4	$10.7K	Sell	260 -60	-19%	-$2.5K	﹤0.01%	244
2024 Q3	$13.4K	Hold	320	–	–	0.01%	246
2024 Q2	$13K	Hold	320	–	–	0.01%	241
2024 Q1	$13.2K	Hold	320	–	–	0.01%	253
2023 Q4	$13.3K	Hold	320	–	–	0.01%	236
2023 Q3	$12.6K	Hold	320	–	–	0.01%	229
2023 Q2	$12.7K	Hold	320	–	–	0.01%	238
2023 Q1	$12.7K	Hold	320	–	–	0.01%	240
2022 Q4	$12.5K	Hold	320	–	–	0.01%	242
2022 Q3	$12K	Hold	320	–	–	0.01%	236
2022 Q2	$13K	Hold	320	–	–	0.01%	243
2022 Q1	$15K	Hold	320	–	–	0.01%	255
2021 Q4	$15K	Hold	320	–	–	0.01%	254
2021 Q3	$15K	Hold	320	–	–	0.01%	236
2021 Q2	$16K	Hold	320	–	–	0.01%	230
2021 Q1	$16K	Hold	320	–	–	0.01%	225
2020 Q4	$16K	Buy	+320	New	+$15.4K	0.01%	201

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

MTM Investment Management's HYLS Position: Q2 2026 in Review

MTM Investment Management held its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) position steady in Q2 2026 at 200 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

MTM Investment Management first reported a position in HYLS in Q4 2020 and has held it in 23 quarters since. The position peaked at $16K in Q2 2021. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

MTM Investment Management held 200 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $8.13K as of Q2 2026.
MTM Investment Management left its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up ﹤0.01% of MTM Investment Management's portfolio in Q2 2026, its #553 holding.
MTM Investment Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2020 and has held it in 23 quarters since.
MTM Investment Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $16K in Q2 2021.
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 MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.