Newbridge Financial Services Group’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Newbridge Financial Services 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
2023 Q2	–	Sell	-500	Closed	-$19.9K	–	1392
2023 Q1	$19.9K	Hold	500	–	–	0.01%	726
2022 Q4	$19.5K	Buy	+500	New	+$19.7K	0.01%	726
2022 Q2	–	Sell	-71	Closed	-$3K	–	1428
2022 Q1	$3K	Buy	+71	New	+$3.29K	﹤0.01%	1207

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

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Newbridge Financial Services Group's HYLS Position: Q2 2023 in Review

Newbridge Financial Services Group sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2023, closing a stake of 500 shares — an estimated $19.9K sold.

Newbridge Financial Services Group first reported a position in HYLS in Q1 2022 and held it in 3 quarters. The position peaked at $19.9K in Q1 2023. 211 funds tracked by Wall St. Rank hold HYLS as of Q2 2023.

Newbridge Financial Services Group reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 500 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2023, an estimated $19.9K.
Newbridge Financial Services Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2022 and held it in 3 quarters.
Newbridge Financial Services Group's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $19.9K in Q1 2023.
211 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2023.

Based on Newbridge Financial Services Group's 13F filing for Q2 2023, filed 21 Jul 2023.