National Wealth Management Group’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

National Wealth Management Group’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
2022 Q2	–	Sell	-5,054	Closed	-$231K	–	118
2022 Q1	$231K	Buy	5,054 +119	+2%	+$5.51K	0.22%	98
2021 Q4	$236K	Buy	+4,935	New	+$236K	0.22%	109

Other funds holding HYLS

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 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

National Wealth Management Group's HYLS Position: Q2 2022 in Review

National Wealth Management Group sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2022, closing a stake of 5,054 shares — an estimated $231K sold.

National Wealth Management Group first reported a position in HYLS in Q4 2021 and held it in 2 quarters. The position peaked at $236K in Q4 2021. 206 funds tracked by Wall St. Rank hold HYLS as of Q2 2022.

National Wealth Management Group reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2022 after selling out during the quarter.
National Wealth Management Group sold 5,054 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2022, an estimated $231K.
National Wealth Management Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2021 and held it in 2 quarters.
National Wealth Management Group's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $236K in Q4 2021.
206 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2022.

Based on National Wealth Management Group's 13F filing for Q2 2022, filed 17 Nov 2023.