Osaic Holdings’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Osaic Holdings’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	$3.73M	Sell	91,815 -19,816	-18%	-$810K	﹤0.01%	1767
2026 Q1	$4.53M	Sell	111,631 -133,010	-54%	-$5.5M	0.01%	1427
2025 Q4	$10.2M	Sell	244,641 -31,796	-12%	-$1.33M	0.02%	924
2025 Q3	$11.6M	Buy	276,437 +29,511	+12%	+$1.24M	0.02%	917
2025 Q2	$10.3M	Buy	246,926 +1,428	+0.6%	+$58.8K	0.02%	812
2025 Q1	$10.1M	Buy	245,498 +21,003	+9%	+$871K	0.02%	676
2024 Q4	$9.28M	Buy	224,495 +126,795	+130%	+$5.29M	0.02%	705
2024 Q3	$4.1M	Buy	97,700 +9,147	+10%	+$378K	0.01%	1172
2024 Q2	$3.6M	Sell	88,553 -37,826	-30%	-$1.54M	0.01%	1228
2024 Q1	$5.21M	Sell	126,379 -50,565	-29%	-$2.08M	0.01%	1008
2023 Q4	$7.36M	Sell	176,944 -41,525	-19%	-$1.65M	0.01%	965
2023 Q3	$8.57M	Sell	218,469 -61,164	-22%	-$2.43M	0.01%	949
2023 Q2	$11.1M	Sell	279,633 -5,763	-2%	-$228K	0.02%	717
2023 Q1	$11.3M	Buy	285,396 +92,391	+48%	+$3.68M	0.02%	714
2022 Q4	$7.52M	Sell	193,005 -129,468	-40%	-$5.09M	0.02%	866
2022 Q3	$12.4M	Buy	322,473 +13,747	+4%	+$559K	0.03%	547
2022 Q2	$12.1M	Sell	308,726 -12,009	-4%	-$509K	0.03%	569
2022 Q1	$13M	Sell	320,735 -11,979	-4%	-$554K	0.03%	625
2021 Q4	$15.9M	Sell	332,714 -24,146	-7%	-$1.15M	0.03%	511
2021 Q3	$17.2M	Sell	356,860 -38,206	-10%	-$1.85M	0.04%	446
2021 Q2	$19.2M	Buy	395,066 +24,886	+7%	+$1.21M	0.04%	398
2021 Q1	$18M	Sell	370,180 -54,506	-13%	-$2.66M	0.04%	385
2020 Q4	$20.7M	Sell	424,686 -100,620	-19%	-$4.84M	0.06%	307
2020 Q3	$24.6M	Buy	525,306 +52,216	+11%	+$2.47M	0.07%	251
2020 Q2	$21.7M	Buy	473,090 +188,848	+66%	+$8.58M	0.07%	258
2020 Q1	$11.9M	Buy	+284,242	New	+$13.3M	0.05%	325

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

Osaic Holdings's HYLS Position: Q2 2026 in Review

Osaic Holdings reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 18% in Q2 2026, selling an estimated $810K and leaving 91,815 shares worth $3.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1767.

Osaic Holdings first reported a position in HYLS in Q1 2020 and has held it in 26 quarters since. The position peaked at $24.6M in Q3 2020. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Osaic Holdings held 91,815 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $3.73M as of Q2 2026.
Osaic Holdings sold 19,816 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $810K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #1767 holding.
Osaic Holdings 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 26 quarters since.
Osaic Holdings's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $24.6M in Q3 2020.
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 Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.