NewEdge Advisors’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.76M | Buy |
137,647
+15,854
| +13% | +$663K | 0.03% | 525 |
|
|
2025
Q1 | $5M | Sell |
121,793
-8,658
| -7% | -$355K | 0.03% | 509 |
|
|
2024
Q4 | $5.39M | Buy |
130,451
+40,122
| +44% | +$1.66M | 0.03% | 477 |
|
|
2024
Q3 | $3.79M | Buy |
90,329
+8,545
| +10% | +$359K | 0.02% | 568 |
|
|
2024
Q2 | $3.32M | Buy |
81,784
+5,086
| +7% | +$207K | 0.02% | 568 |
|
|
2024
Q1 | $3.16M | Buy |
76,698
+8,220
| +12% | +$339K | 0.03% | 535 |
|
|
2023
Q4 | $2.84M | Buy |
68,478
+8,320
| +14% | +$345K | 0.03% | 543 |
|
|
2023
Q3 | $2.36M | Buy |
60,158
+9,389
| +18% | +$368K | 0.03% | 551 |
|
|
2023
Q2 | $2.01M | Buy |
50,769
+3,879
| +8% | +$154K | 0.02% | 587 |
|
|
2023
Q1 | $1.86M | Sell |
46,890
-12,267
| -21% | -$488K | 0.02% | 566 |
|
|
2022
Q4 | $981K | Buy |
59,157
+9,492
| +19% | +$157K | 0.03% | 516 |
|
|
2022
Q3 | $1.9M | Buy |
49,665
+7,318
| +17% | +$280K | 0.03% | 441 |
|
|
2022
Q2 | $1.66M | Buy |
42,347
+15,912
| +60% | +$623K | 0.03% | 488 |
|
|
2022
Q1 | $1.21M | Sell |
26,435
-3,282
| -11% | -$150K | 0.02% | 579 |
|
|
2021
Q4 | $1.42M | Sell |
29,717
-3,855
| -11% | -$184K | 0.02% | 575 |
|
|
2021
Q3 | $1.62M | Sell |
33,572
-3,587
| -10% | -$173K | 0.04% | 376 |
|
|
2021
Q2 | $1.8M | Sell |
37,159
-24,859
| -40% | -$1.21M | 0.05% | 335 |
|
|
2021
Q1 | $3.02M | Buy |
62,018
+3,952
| +7% | +$192K | 0.09% | 216 |
|
|
2020
Q4 | $2.83M | Buy |
58,066
+37,510
| +182% | +$1.83M | 0.09% | 202 |
|
|
2020
Q3 | $970K | Sell |
20,556
-7,779
| -27% | -$367K | 0.03% | 397 |
|
|
2020
Q2 | $1.3M | Sell |
28,335
-18,796
| -40% | -$862K | 0.05% | 301 |
|
|
2020
Q1 | $1.98M | Sell |
47,131
-12,738
| -21% | -$535K | 0.1% | 192 |
|
|
2019
Q4 | $2.92M | Sell |
59,869
-750
| -1% | -$36.6K | 0.12% | 184 |
|
|
2019
Q3 | $2.92M | Buy |
60,619
+2,871
| +5% | +$138K | 0.13% | 160 |
|
|
2019
Q2 | $2.78M | Buy |
57,748
+22,661
| +65% | +$1.09M | 0.17% | 138 |
|
|
2019
Q1 | $1.68M | Buy |
35,087
+17,687
| +102% | +$845K | 0.11% | 189 |
|
|
2018
Q4 | $780 | Buy |
17,400
+9,429
| +118% | +$423 | 0.05% | 288 |
|
|
2018
Q3 | $381K | Buy |
+7,971
| New | +$381K | 0.03% | 435 |
|