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

NewSquare Capital’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
2020 Q1	–	Sell	-261	Closed	-$13K	–	376
2019 Q4	$13K	Hold	261	–	–	﹤0.01%	221
2019 Q3	$13K	Hold	261	–	–	﹤0.01%	187
2019 Q2	$13K	Hold	261	–	–	﹤0.01%	241
2019 Q1	$12K	Hold	261	–	–	﹤0.01%	228
2018 Q4	$12K	Hold	261	–	–	﹤0.01%	215
2018 Q3	$12K	Hold	261	–	–	﹤0.01%	233
2018 Q2	$12K	Hold	261	–	–	﹤0.01%	230
2018 Q1	$12K	Hold	261	–	–	﹤0.01%	221
2017 Q4	$13K	Buy	261 +128	+96%	+$6.24K	﹤0.01%	219
2017 Q3	$7K	Buy	+133	New	+$6.55K	﹤0.01%	229

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

NewSquare Capital's HYLS Position: Q1 2020 in Review

NewSquare Capital sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2020, closing a stake of 261 shares — an estimated $13K sold.

NewSquare Capital first reported a position in HYLS in Q3 2017 and held it in 10 quarters. The position peaked at $13K in Q4 2019. 151 funds tracked by Wall St. Rank hold HYLS as of Q1 2020.

NewSquare Capital reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2020 after selling out during the quarter.
NewSquare Capital sold 261 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2020, an estimated $13K.
NewSquare Capital first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2017 and held it in 10 quarters.
NewSquare Capital's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $13K in Q4 2019.
151 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2020.

Based on NewSquare Capital's 13F filing for Q1 2020, filed 8 May 2020.