Perigon Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History
Bought
Maintained
Sold
Other funds holding HYLS
FSBI
BAWM
Perigon Wealth Management's HYLS Position: Q3 2026 in Review
Perigon Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 33% in Q3 2026, buying an estimated $182K and bringing the position to 18,108 shares worth $711K. The position accounts for 0.01% of the portfolio, ranked #730.
Perigon Wealth Management first reported a position in HYLS in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.07M in Q1 2025. 57 funds tracked by Wall St. Rank hold HYLS as of Q3 2026.
- Perigon Wealth Management held 18,108 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $711K as of Q3 2026.
- Perigon Wealth Management bought 4,507 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2026, an estimated $182K.
- First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #730 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 10 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.
- 57 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2026.
Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.