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

Outlook Wealth 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
2022 Q1	–	Sell	-4,288	Closed	-$205K	–	204
2021 Q4	$205K	Sell	4,288 -90	-2%	-$4.3K	0.06%	198
2021 Q3	$211K	Sell	4,378 -194	-4%	-$9.38K	0.07%	200
2021 Q2	$222K	Sell	4,572 -2,349	-34%	-$114K	0.07%	197
2021 Q1	$337K	Buy	6,921 +19	+0.3%	+$928	0.12%	163
2020 Q4	$336K	Buy	6,902 +907	+15%	+$43.6K	0.12%	151
2020 Q3	$283K	Sell	5,995 -608	-9%	-$28.7K	0.11%	149
2020 Q2	$303K	Sell	6,603 -1,645	-20%	-$74.7K	0.13%	143
2020 Q1	$346K	Buy	+8,248	New	+$386K	0.2%	107

Other funds holding HYLS

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

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

Outlook Wealth Advisors's HYLS Position: Q1 2022 in Review

Outlook Wealth Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2022, closing a stake of 4,288 shares — an estimated $205K sold.

Outlook Wealth Advisors first reported a position in HYLS in Q1 2020 and held it in 8 quarters. The position peaked at $346K in Q1 2020. 222 funds tracked by Wall St. Rank hold HYLS as of Q1 2022.

Outlook Wealth Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2022 after selling out during the quarter.
Outlook Wealth Advisors sold 4,288 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2022, an estimated $205K.
Outlook Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2020 and held it in 8 quarters.
Outlook Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $346K in Q1 2020.
222 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2022.

Based on Outlook Wealth Advisors's 13F filing for Q1 2022, filed 13 May 2022.