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

NewEdge Wealth’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	$308K	Hold	7,585	–	–	﹤0.01%	1026
2026 Q1	$308K	Buy	+7,585	New	+$313K	﹤0.01%	959
2024 Q4	–	Sell	-5,375	Closed	-$226K	–	939
2024 Q3	$226K	Sell	5,375 -436	-8%	-$18K	﹤0.01%	806
2024 Q2	$236K	Sell	5,811 -46	-0.8%	-$1.87K	0.01%	694
2024 Q1	$238K	Sell	5,857 -1,982	-25%	-$81.6K	0.01%	722
2023 Q4	$326K	Sell	7,839 -9,688	-55%	-$386K	0.01%	602
2023 Q3	$688K	Buy	17,527 +8,114	+86%	+$322K	0.02%	416
2023 Q2	$373K	Buy	+9,413	New	+$373K	0.01%	507

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 Wealth's HYLS Position: Q2 2026 in Review

NewEdge Wealth held its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) position steady in Q2 2026 at 7,585 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

NewEdge Wealth first reported a position in HYLS in Q2 2023 and has held it in 8 quarters since. The position peaked at $688K in Q3 2023. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

NewEdge Wealth held 7,585 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $308K as of Q2 2026.
NewEdge Wealth left its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1026 holding.
NewEdge Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2023 and has held it in 8 quarters since.
NewEdge Wealth's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $688K in Q3 2023.
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 Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.