Ocean Park Asset Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Ocean Park Asset Management’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
2025 Q4	–	Sell	-241,600	Closed	-$10.2M	–	94
2025 Q3	$10.2M	Buy	241,600 +180,200	+293%	+$7.55M	0.42%	46
2025 Q2	$2.52M	Hold	61,400	–	–	0.09%	55
2025 Q1	$2.52M	Hold	61,400	–	–	0.09%	55
2024 Q4	$2.54M	Buy	+61,400	New	+$2.56M	0.09%	53
2024 Q2	–	Sell	-126,200	Closed	-$5.2M	–	78
2024 Q1	$5.2M	Hold	126,200	–	–	0.25%	45
2023 Q4	$5.25M	Buy	126,200 +2,300	+2%	+$91.5K	0.26%	45
2023 Q3	$4.86M	Buy	+123,900	New	+$4.91M	0.22%	36

Other funds holding HYLS

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

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