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OneDigital Investment Advisors’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

OneDigital Investment Advisors’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
Q1 		– Sell
-32,446
Closed -$1.34M – 1450
2024
Q4 		$1.34M Buy
32,446
+171
+0.5% +$7.13K 0.02% 537
2024
Q3 		$1.35M Buy
32,275
+513
+2% +$21.2K 0.02% 561
2024
Q2 		$1.29M Buy
31,762
+1,503
+5% +$61.1K 0.02% 534
2024
Q1 		$1.25M Buy
30,259
+2,745
+10% +$113K 0.02% 445
2023
Q4 		$1.14M Buy
27,514
+1,684
+7% +$67K 0.02% 429
2023
Q3 		$1.01M Buy
25,830
+975
+4% +$38.7K 0.02% 419
2023
Q2 		$985K Buy
24,855
+3,042
+14% +$120K 0.02% 413
2023
Q1 		$867K Buy
21,813
+1,497
+7% +$59.6K 0.02% 429
2022
Q4 		$791K Buy
20,316
+101
+0.5% +$3.97K 0.02% 410
2022
Q3 		$775K Buy
20,215
+2,116
+12% +$86K 0.03% 351
2022
Q2 		$709K Buy
18,099
+3,893
+27% +$165K 0.03% 330
2022
Q1 		$650K Sell
14,206
-5,867
-29% -$272K 0.02% 369
2021
Q4 		$961K Buy
20,073
+4,558
+29% +$218K 0.03% 294
2021
Q3 		$748K Buy
15,515
+3,924
+34% +$190K 0.03% 325
2021
Q2 		$562K Sell
11,591
-4,691
-29% -$228K 0.02% 380
2021
Q1 		$792K Sell
16,282
-164
-1% -$8.01K 0.04% 289
2020
Q4 		$801K Buy
16,446
+746
+5% +$35.9K 0.04% 264
2020
Q3 		$741K Buy
15,700
+9,719
+162% +$459K 0.05% 237
2020
Q2 		$274K Buy
+5,981
New +$272K 0.02% 467

Other funds holding HYLS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

OneDigital Investment Advisors's HYLS Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2025, closing a stake of 32,446 shares — an estimated $1.34M sold.

OneDigital Investment Advisors first reported a position in HYLS in Q2 2020 and held it in 19 quarters. The position peaked at $1.35M in Q3 2024. 222 funds tracked by Wall St. Rank hold HYLS as of Q1 2025.

  • OneDigital Investment Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 32,446 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2025, an estimated $1.34M.
  • OneDigital Investment Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2020 and held it in 19 quarters.
  • OneDigital Investment Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $1.35M in Q3 2024.
  • 222 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.