PWM
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Perigon Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Perigon Wealth Management’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
Q1 		$558K Sell
13,760
-10,204
-43% -$422K 0.01% 749
2025
Q4 		$1M Buy
23,964
+3,112
+15% +$130K 0.02% 547
2025
Q3 		$877K Sell
20,852
-2,315
-10% -$97K 0.02% 555
2025
Q2 		$969K Sell
23,167
-2,957
-11% -$122K 0.02% 477
2025
Q1 		$1.07M Buy
26,124
+4,835
+23% +$200K 0.03% 435
2024
Q4 		$885K Buy
21,289
+8,633
+68% +$360K 0.02% 477
2024
Q3 		$531K Buy
12,656
+5,611
+80% +$232K 0.01% 601
2024
Q2 		$286K Buy
+7,045
New +$286K 0.01% 707

Other funds holding HYLS

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return