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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$969K Sell
23,167
-2,957
-11% -$124K 0.02% 477
2025
Q1
$1.07M Buy
26,124
+4,835
+23% +$198K 0.03% 435
2024
Q4
$885K Buy
21,289
+8,633
+68% +$359K 0.02% 477
2024
Q3
$531K Buy
12,656
+5,611
+80% +$235K 0.01% 597
2024
Q2
$286K Buy
+7,045
New +$286K 0.01% 707