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 Q2	$553K	Sell	13,601 -159	-1%	-$6.5K	0.01%	837
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

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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

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

Perigon Wealth Management's HYLS Position: Q2 2026 in Review

Perigon Wealth Management reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 1.2% in Q2 2026, selling an estimated $6.5K and leaving 13,601 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #837.

Perigon Wealth Management first reported a position in HYLS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.07M in Q1 2025. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Perigon Wealth Management held 13,601 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $553K as of Q2 2026.
Perigon Wealth Management sold 159 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $6.5K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #837 holding.
Perigon Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2024 and has held it in 9 quarters since.
Perigon Wealth Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $1.07M in Q1 2025.
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 Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.