NWWA
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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 – 205
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return