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

Next Financial 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
2021 Q4	$2.77M	Buy	57,946 +8,785	+18%	+$420K	0.18%	120
2021 Q3	$2.37M	Buy	49,161 +3,366	+7%	+$163K	0.18%	126
2021 Q2	$2.22M	Sell	45,795 -5,467	-11%	-$266K	0.18%	132
2021 Q1	$2.49M	Sell	51,262 -434	-0.8%	-$21.2K	0.22%	102
2020 Q4	$2.52M	Buy	51,696 +242	+0.5%	+$11.6K	0.24%	99
2020 Q3	$2.43M	Buy	51,454 +15,962	+45%	+$754K	0.26%	95
2020 Q2	$1.63M	Buy	35,492 +19,096	+116%	+$867K	0.19%	133
2020 Q1	$688K	Buy	16,396 +12,584	+330%	+$589K	0.09%	209
2019 Q4	$186K	Sell	3,812 -93	-2%	-$4.49K	0.02%	724
2019 Q3	$188K	Sell	3,905 -14	-0.4%	-$674	0.02%	697
2019 Q2	$189K	Buy	3,919 +3,735	+2,030%	+$180K	0.02%	689
2019 Q1	$9K	Sell	184 -3,698	-95%	-$174K	﹤0.01%	1134
2018 Q4	$174K	Buy	+3,882	New	+$181K	0.04%	418
2017 Q1	–	Sell	-1,201	Closed	-$58K	–	2054
2016 Q4	$58K	Hold	1,201	–	–	0.01%	894
2016 Q3	$58K	Buy	1,201 +42	+4%	+$2.04K	0.01%	884
2016 Q2	$55K	Hold	1,159	–	–	0.02%	628
2016 Q1	$54K	Sell	1,159 -400	-26%	-$18.6K	0.02%	602
2015 Q4	$73K	Buy	1,559 +1,059	+212%	+$50.8K	0.03%	520
2015 Q3	$24K	Hold	500	–	–	0.01%	883
2015 Q2	$24K	Hold	500	–	–	0.01%	929
2015 Q1	$25K	Hold	500	–	–	0.01%	906
2014 Q4	$25K	Sell	500 -234	-32%	-$11.8K	0.01%	896
2014 Q3	$37K	Hold	734	–	–	0.01%	1103
2014 Q2	$38K	Buy	+734	New	+$38.5K	0.02%	419

Other funds holding HYLS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

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

Jane Street New York $777B AUM 61.18% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Next Financial Group's HYLS Position: Q4 2021 in Review

Next Financial Group increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 18% in Q4 2021, buying an estimated $420K and bringing the position to 57,946 shares worth $2.77M. The position accounts for 0.18% of the portfolio, ranked #120.

Next Financial Group first reported a position in HYLS in Q2 2014 and has held it in 24 quarters since. 217 funds tracked by Wall St. Rank hold HYLS as of Q4 2021.

Next Financial Group held 57,946 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $2.77M as of Q4 2021.
Next Financial Group bought 8,785 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2021, an estimated $420K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.18% of Next Financial Group's portfolio in Q4 2021, its #120 holding.
Next Financial Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2014 and has held it in 24 quarters since.
217 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.