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Orion Portfolio Solutions’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Orion Portfolio Solutions’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 		$385K Buy
9,383
+1,518
+19% +$62.9K ﹤0.01% 1517
2024
Q4 		$325K Sell
7,865
-1,881
-19% -$78.5K ﹤0.01% 1520
2024
Q3 		$409K Buy
9,746
+3,527
+57% +$146K ﹤0.01% 1406
2024
Q2 		$253K Buy
6,219
+1,038
+20% +$42.2K ﹤0.01% 1536
2024
Q1 		$214K Buy
5,181
+158
+3% +$6.5K ﹤0.01% 1592
2023
Q4 		$206K Sell
5,023
-2,903
-37% -$116K ﹤0.01% 1568
2023
Q3 		$311K Sell
7,926
-2,386
-23% -$94.6K ﹤0.01% 1365
2023
Q2 		$409K Buy
10,312
+580
+6% +$23K ﹤0.01% 1287
2023
Q1 		$387K Buy
9,732
+1,037
+12% +$41.3K ﹤0.01% 1245
2022
Q4 		$339K Buy
8,695
+218
+3% +$8.58K 0.01% 627
2022
Q3 		$325K Buy
8,477
+844
+11% +$34.3K 0.01% 547
2022
Q2 		$299K Buy
7,633
+2,788
+58% +$118K 0.01% 554
2022
Q1 		$222K Buy
+4,845
New +$224K 0.01% 658
2020
Q3 		– Sell
-972
Closed -$45K – 1159
2020
Q2 		$45K Buy
972
+276
+40% +$12.5K ﹤0.01% 730
2020
Q1 		$29K Buy
+696
New +$32.6K ﹤0.01% 728

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

Orion Portfolio Solutions's HYLS Position: Q1 2025 in Review

Orion Portfolio Solutions increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 19% in Q1 2025, buying an estimated $62.9K and bringing the position to 9,383 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #1517.

Orion Portfolio Solutions first reported a position in HYLS in Q1 2020 and has held it in 15 quarters since. The position peaked at $409K in Q3 2024. 222 funds tracked by Wall St. Rank hold HYLS as of Q1 2025.

  • Orion Portfolio Solutions held 9,383 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $385K as of Q1 2025.
  • Orion Portfolio Solutions bought 1,518 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2025, an estimated $62.9K.
  • First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1517 holding.
  • Orion Portfolio Solutions first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2020 and has held it in 15 quarters since.
  • Orion Portfolio Solutions's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $409K 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 Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.