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

NewEdge 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 Q2	$5.52M	Sell	135,843 -25,599	-16%	-$1.05M	0.02%	734
2026 Q1	$6.55M	Buy	161,442 +19,512	+14%	+$806K	0.02%	591
2025 Q4	$5.94M	Sell	141,930 -4,608	-3%	-$193K	0.02%	594
2025 Q3	$6.16M	Buy	146,538 +8,891	+6%	+$373K	0.03%	549
2025 Q2	$5.76M	Buy	137,647 +15,854	+13%	+$652K	0.03%	525
2025 Q1	$5M	Sell	121,793 -8,658	-7%	-$359K	0.03%	509
2024 Q4	$5.39M	Buy	130,451 +40,122	+44%	+$1.67M	0.03%	477
2024 Q3	$3.79M	Buy	90,329 +8,545	+10%	+$354K	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%	+$338K	0.03%	535
2023 Q4	$2.84M	Buy	68,478 +8,320	+14%	+$331K	0.03%	543
2023 Q3	$2.36M	Buy	60,158 +9,389	+18%	+$372K	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%	+$373K	0.03%	516
2022 Q3	$1.9M	Buy	49,665 +7,318	+17%	+$298K	0.03%	441
2022 Q2	$1.66M	Buy	42,347 +15,912	+60%	+$674K	0.03%	489
2022 Q1	$1.21M	Sell	26,435 -3,282	-11%	-$152K	0.02%	583
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%	+$193K	0.09%	216
2020 Q4	$2.83M	Buy	58,066 +37,510	+182%	+$1.8M	0.09%	202
2020 Q3	$970K	Sell	20,556 -7,779	-27%	-$368K	0.03%	397
2020 Q2	$1.3M	Sell	28,335 -18,796	-40%	-$854K	0.05%	301
2020 Q1	$1.98M	Sell	47,131 -12,738	-21%	-$596K	0.1%	192
2019 Q4	$2.92M	Sell	59,869 -750	-1%	-$36.2K	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%	+$834K	0.11%	189
2018 Q4	$780K	Buy	17,400 +9,429	+118%	+$440K	0.05%	288
2018 Q3	$381K	Buy	+7,971	New	+$380K	0.03%	435

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

KFP

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NewEdge Advisors's HYLS Position: Q2 2026 in Review

NewEdge Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 16% in Q2 2026, selling an estimated $1.05M and leaving 135,843 shares worth $5.52M. The position accounts for 0.02% of the portfolio, ranked #734.

NewEdge Advisors first reported a position in HYLS in Q3 2018 and has held it in 32 quarters since. The position peaked at $6.55M in Q1 2026. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

NewEdge Advisors held 135,843 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $5.52M as of Q2 2026.
NewEdge Advisors sold 25,599 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $1.05M.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #734 holding.
NewEdge Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2018 and has held it in 32 quarters since.
NewEdge Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $6.55M in Q1 2026.
215 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.