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

&Partners’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	$15.2M	Sell	373,667 -100,643	-21%	-$4.12M	0.06%	285
2026 Q1	$19.2M	Buy	474,310 +49,696	+12%	+$2.05M	0.1%	199
2025 Q4	$17.8M	Buy	424,614 +12,003	+3%	+$502K	0.09%	194
2025 Q3	$17.4M	Buy	412,611 +31,824	+8%	+$1.33M	0.11%	172
2025 Q2	$15.9M	Buy	380,787 +76,663	+25%	+$3.16M	0.12%	168
2025 Q1	$12.7M	Buy	304,124 +133,329	+78%	+$5.53M	0.13%	143
2024 Q4	$7.08M	Buy	170,795 +149,546	+704%	+$6.24M	0.08%	228
2024 Q3	$892K	Buy	+21,249	New	+$879K	0.02%	609

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

&Partners's HYLS Position: Q2 2026 in Review

&Partners reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 21% in Q2 2026, selling an estimated $4.12M and leaving 373,667 shares worth $15.2M. The position accounts for 0.06% of the portfolio, ranked #285.

&Partners first reported a position in HYLS in Q3 2024 and has held it in 8 quarters since. The position peaked at $19.2M in Q1 2026. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

&Partners held 373,667 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $15.2M as of Q2 2026.
&Partners sold 100,643 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $4.12M.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.06% of &Partners's portfolio in Q2 2026, its #285 holding.
&Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2024 and has held it in 8 quarters since.
&Partners's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $19.2M in Q1 2026.
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 &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.