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

Owen LaRue’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
2023 Q2	–	Sell	-52,912	Closed	-$2.08M	–	81
2023 Q1	$2.08M	Hold	52,912	–	–	2.25%	16
2022 Q4	$2.08M	Buy	+52,912	New	+$2.08M	2.25%	16

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

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

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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Owen LaRue's HYLS Position: Q2 2023 in Review

Owen LaRue sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2023, closing a stake of 52,912 shares — an estimated $2.08M sold.

Owen LaRue first reported a position in HYLS in Q4 2022 and held it in 2 quarters. The position peaked at $2.08M in Q1 2023. 211 funds tracked by Wall St. Rank hold HYLS as of Q2 2023.

Owen LaRue reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2023 after selling out during the quarter.
Owen LaRue sold 52,912 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2023, an estimated $2.08M.
Owen LaRue first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2022 and held it in 2 quarters.
Owen LaRue's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $2.08M in Q1 2023.
211 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2023.

Based on Owen LaRue's 13F filing for Q2 2023, filed 10 Aug 2023.