Patriot Financial Group Insurance Agency’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Patriot Financial Group Insurance Agency’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
2024 Q4	–	Sell	-8,312	Closed	-$349K	–	512
2024 Q3	$349K	Sell	8,312 -1,143	-12%	-$47.3K	0.05%	355
2024 Q2	$384K	Buy	9,455 +598	+7%	+$24.3K	0.06%	313
2024 Q1	$365K	Buy	+8,857	New	+$365K	0.06%	322
2018 Q2	–	Sell	-231	Closed	-$11K	–	726
2018 Q1	$11K	Hold	231	–	–	0.01%	582
2017 Q4	$11K	Hold	231	–	–	0.01%	570
2017 Q3	$11K	Hold	231	–	–	0.01%	529
2017 Q2	$11K	Buy	231 +123	+114%	+$6.05K	0.01%	510
2017 Q1	$5K	Buy	+108	New	+$5.26K	0.01%	626

Other funds holding HYLS

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HYLS Position: Q4 2024 in Review

Patriot Financial Group Insurance Agency sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q4 2024, closing a stake of 8,312 shares — an estimated $349K sold.

Patriot Financial Group Insurance Agency first reported a position in HYLS in Q1 2017 and held it in 8 quarters. The position peaked at $384K in Q2 2024. 234 funds tracked by Wall St. Rank hold HYLS as of Q4 2024.

Patriot Financial Group Insurance Agency reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q4 2024 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 8,312 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2024, an estimated $349K.
Patriot Financial Group Insurance Agency first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2017 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $384K in Q2 2024.
234 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2024, filed 22 Jan 2025.