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

Mutual 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
2025 Q1	–	Sell	-19,869	Closed	-$826K	–	1124
2024 Q4	$826K	Sell	19,869 -11,981	-38%	-$500K	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%	-$127K	0.01%	1028
2024 Q1	$337K	Sell	8,170 -3,551	-30%	-$146K	0.01%	826
2023 Q4	$487K	Sell	11,721 -1,300	-10%	-$51.7K	0.02%	660
2023 Q3	$511K	Buy	13,021 +1,695	+15%	+$67.2K	0.02%	615
2023 Q2	$449K	Sell	11,326 -4,439	-28%	-$176K	0.02%	672
2023 Q1	$627K	Buy	15,765 +3,590	+29%	+$143K	0.03%	560
2022 Q4	$474K	Sell	12,175 -1,676	-12%	-$65.9K	0.02%	607
2022 Q3	$531K	Buy	13,851 +3,629	+36%	+$148K	0.03%	544
2022 Q2	$400K	Buy	10,222 +1,548	+18%	+$65.6K	0.03%	605
2022 Q1	$397K	Sell	8,674 -4,414	-34%	-$204K	0.02%	637
2021 Q4	$626K	Buy	13,088 +300	+2%	+$14.3K	0.03%	512
2021 Q3	$616K	Sell	12,788 -65	-0.5%	-$3.14K	0.04%	488
2021 Q2	$623K	Buy	12,853 +2,724	+27%	+$132K	0.04%	468
2021 Q1	$493K	Sell	10,129 -1,215	-11%	-$59.3K	0.03%	484
2020 Q4	$553K	Buy	11,344 +926	+9%	+$44.5K	0.04%	441
2020 Q3	$492K	Sell	10,418 -217	-2%	-$10.3K	0.04%	424
2020 Q2	$487K	Buy	10,635 +535	+5%	+$24.3K	0.05%	391
2020 Q1	$424K	Sell	10,100 -27	-0.3%	-$1.26K	0.06%	321
2019 Q4	$494K	Buy	10,127 +159	+2%	+$7.68K	0.05%	344
2019 Q3	$481K	Sell	9,968 -11,324	-53%	-$545K	0.06%	314
2019 Q2	$1.02M	Buy	+21,292	New	+$1.02M	0.13%	195

Other funds holding HYLS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Mutual Advisors's HYLS Position: Q1 2025 in Review

Mutual Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2025, closing a stake of 19,869 shares — an estimated $826K sold.

Mutual Advisors first reported a position in HYLS in Q2 2019 and held it in 23 quarters. The position peaked at $1.32M in Q3 2024. 222 funds tracked by Wall St. Rank hold HYLS as of Q1 2025.

Mutual Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2025 after selling out during the quarter.
Mutual Advisors sold 19,869 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2025, an estimated $826K.
Mutual Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2019 and held it in 23 quarters.
Mutual Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $1.32M in Q3 2024.
222 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2025.

Based on Mutual Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.