Peterson Financial Group’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Peterson Financial Group’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
2024 Q3	$5.49K	Buy	+131	New	+$5.42K	0.02%	284

Other funds holding HYLS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Peterson Financial Group's HYLS Position: Q3 2024 in Review

Peterson Financial Group opened a new position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2024: 131 shares worth $5.49K. The stake represents 0.02% of the portfolio and ranks #284 among its holdings.

213 funds tracked by Wall St. Rank hold HYLS as of Q3 2024.

Peterson Financial Group held 131 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $5.49K as of Q3 2024.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF was a new Peterson Financial Group position in Q3 2024.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.02% of Peterson Financial Group's portfolio in Q3 2024, its #284 holding.
213 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.