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

Norris 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
2026 Q2	$205K	Hold	5,041	–	–	0.08%	75
2026 Q1	$205K	Sell	5,041 -1,680	-25%	-$69.4K	0.07%	94
2025 Q4	$281K	Buy	+6,721	New	+$281K	0.1%	82

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

Norris Financial Group's HYLS Position: Q2 2026 in Review

Norris Financial Group held its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) position steady in Q2 2026 at 5,041 shares worth $205K. The position accounts for 0.08% of the portfolio, ranked #75.

Norris Financial Group first reported a position in HYLS in Q4 2025 and has held it in 3 quarters since. The position peaked at $281K in Q4 2025. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Norris Financial Group held 5,041 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $205K as of Q2 2026.
Norris Financial Group 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 0.08% of Norris Financial Group's portfolio in Q2 2026, its #75 holding.
Norris Financial Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2025 and has held it in 3 quarters since.
Norris Financial Group's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $281K in Q4 2025.
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 Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.