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

New Wave Wealth 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 Q1	–	Sell	-15,465	Closed	-$647K	–	204
2025 Q4	$647K	Buy	15,465 +445	+3%	+$18.6K	0.24%	77
2025 Q3	$632K	Sell	15,020 -1,164	-7%	-$48.8K	0.25%	74
2025 Q2	$677K	Sell	16,184 -869	-5%	-$35.8K	0.29%	58
2025 Q1	$700K	Sell	17,053 -56,208	-77%	-$2.33M	0.31%	54
2024 Q4	$3.03M	Sell	73,261 -2,236	-3%	-$93.3K	1.24%	21
2024 Q3	$3.17M	Buy	75,497 +1,913	+3%	+$79.1K	1.46%	18
2024 Q2	$2.99M	Buy	+73,584	New	+$2.99M	1.61%	17

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

New Wave Wealth Advisors's HYLS Position: Q1 2026 in Review

New Wave Wealth Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2026, closing a stake of 15,465 shares — an estimated $647K sold.

New Wave Wealth Advisors first reported a position in HYLS in Q2 2024 and held it in 7 quarters. The position peaked at $3.17M in Q3 2024. 221 funds tracked by Wall St. Rank hold HYLS as of Q1 2026.

New Wave Wealth Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2026 after selling out during the quarter.
New Wave Wealth Advisors sold 15,465 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2026, an estimated $647K.
New Wave Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2024 and held it in 7 quarters.
New Wave Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $3.17M in Q3 2024.
221 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2026.

Based on New Wave Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.