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

PCG 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
Q4 		– Sell
-14,150
Closed -$546K – 135
2022
Q3 		$546K Buy
14,150
+2,631
+23% +$107K 0.19% 71
2022
Q2 		$451K Buy
11,519
+983
+9% +$41.7K 0.32% 53
2022
Q1 		$482K Sell
10,536
-4,209
-29% -$195K 0.31% 49
2021
Q4 		$700K Buy
+14,745
New +$705K 0.49% 39

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Royal Bank of Canada
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OCM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return