OneDigital Investment Advisors’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-32,446
| Closed | -$1.34M | – | 1450 |
|
|
2024
Q4 | $1.34M | Buy |
32,446
+171
| +0.5% | +$7.07K | 0.02% | 537 |
|
|
2024
Q3 | $1.35M | Buy |
32,275
+513
| +2% | +$21.5K | 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% | +$70K | 0.02% | 429 |
|
|
2023
Q3 | $1.01M | Buy |
25,830
+975
| +4% | +$38.3K | 0.02% | 419 |
|
|
2023
Q2 | $985K | Buy |
24,855
+3,042
| +14% | +$121K | 0.02% | 413 |
|
|
2023
Q1 | $867K | Buy |
21,813
+1,497
| +7% | +$59.5K | 0.02% | 429 |
|
|
2022
Q4 | $791K | Buy |
20,316
+101
| +0.5% | +$3.93K | 0.02% | 409 |
|
|
2022
Q3 | $775K | Buy |
20,215
+2,116
| +12% | +$81.1K | 0.03% | 351 |
|
|
2022
Q2 | $709K | Buy |
18,099
+3,893
| +27% | +$153K | 0.03% | 330 |
|
|
2022
Q1 | $650K | Sell |
14,206
-5,867
| -29% | -$268K | 0.02% | 367 |
|
|
2021
Q4 | $961K | Buy |
20,073
+4,558
| +29% | +$218K | 0.03% | 284 |
|
|
2021
Q3 | $748K | Buy |
15,515
+3,924
| +34% | +$189K | 0.03% | 323 |
|
|
2021
Q2 | $562K | Sell |
11,591
-4,691
| -29% | -$227K | 0.02% | 376 |
|
|
2021
Q1 | $792K | Sell |
16,282
-164
| -1% | -$7.98K | 0.04% | 287 |
|
|
2020
Q4 | $801K | Buy |
16,446
+746
| +5% | +$36.3K | 0.04% | 262 |
|
|
2020
Q3 | $741K | Buy |
15,700
+9,719
| +162% | +$459K | 0.05% | 234 |
|
|
2020
Q2 | $274K | Buy |
+5,981
| New | +$274K | 0.02% | 457 |
|