Mutual Advisors’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-19,869
| Closed | -$826K | – | 1123 |
|
2024
Q4 | $826K | Sell |
19,869
-11,981
| -38% | -$498K | 0.02% | 542 |
|
2024
Q3 | $1.32M | Buy |
31,850
+26,816
| +533% | +$1.11M | 0.04% | 393 |
|
2024
Q2 | $206K | Sell |
5,034
-3,136
| -38% | -$128K | 0.01% | 1027 |
|
2024
Q1 | $337K | Sell |
8,170
-3,551
| -30% | -$146K | 0.01% | 826 |
|
2023
Q4 | $487K | Sell |
11,721
-1,300
| -10% | -$54K | 0.02% | 659 |
|
2023
Q3 | $511K | Buy |
13,021
+1,695
| +15% | +$66.5K | 0.02% | 614 |
|
2023
Q2 | $449K | Sell |
11,326
-4,439
| -28% | -$176K | 0.02% | 671 |
|
2023
Q1 | $627K | Buy |
15,765
+3,590
| +29% | +$143K | 0.03% | 559 |
|
2022
Q4 | $474K | Sell |
12,175
-1,676
| -12% | -$65.3K | 0.02% | 607 |
|
2022
Q3 | $531K | Buy |
13,851
+3,629
| +36% | +$139K | 0.03% | 543 |
|
2022
Q2 | $400K | Buy |
10,222
+1,548
| +18% | +$60.6K | 0.03% | 604 |
|
2022
Q1 | $397K | Sell |
8,674
-4,414
| -34% | -$202K | 0.02% | 636 |
|
2021
Q4 | $626K | Buy |
13,088
+300
| +2% | +$14.3K | 0.03% | 511 |
|
2021
Q3 | $616K | Sell |
12,788
-65
| -0.5% | -$3.13K | 0.04% | 487 |
|
2021
Q2 | $623K | Buy |
12,853
+2,724
| +27% | +$132K | 0.04% | 467 |
|
2021
Q1 | $493K | Sell |
10,129
-1,215
| -11% | -$59.1K | 0.03% | 483 |
|
2020
Q4 | $553K | Buy |
11,344
+926
| +9% | +$45.1K | 0.04% | 440 |
|
2020
Q3 | $492K | Sell |
10,418
-217
| -2% | -$10.2K | 0.04% | 423 |
|
2020
Q2 | $487K | Buy |
10,635
+535
| +5% | +$24.5K | 0.05% | 391 |
|
2020
Q1 | $424K | Sell |
10,100
-27
| -0.3% | -$1.13K | 0.06% | 321 |
|
2019
Q4 | $494K | Buy |
10,127
+159
| +2% | +$7.76K | 0.05% | 344 |
|
2019
Q3 | $481K | Sell |
9,968
-11,324
| -53% | -$546K | 0.06% | 314 |
|
2019
Q2 | $1.02M | Buy |
+21,292
| New | +$1.02M | 0.13% | 195 |
|