PFS Investments’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

PFS Investments’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
2019 Q1	–	Sell	-315,213	Closed	-$14.7M	–	142
2018 Q4	$14.7M	Buy	315,213 +81,796	+35%	+$3.82M	0.9%	32
2018 Q3	$11.2M	Buy	233,417 +62,410	+36%	+$2.97M	0.78%	38
2018 Q2	$8.11M	Buy	171,007 +55,850	+48%	+$2.66M	0.69%	44
2018 Q1	$5.48M	Buy	+115,157	New	+$5.55M	0.65%	47

Other funds holding HYLS

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

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

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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

PFS Investments's HYLS Position: Q1 2019 in Review

PFS Investments sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2019, closing a stake of 315,213 shares — an estimated $14.7M sold.

PFS Investments first reported a position in HYLS in Q1 2018 and held it in 4 quarters. The position peaked at $14.7M in Q4 2018. 132 funds tracked by Wall St. Rank hold HYLS as of Q1 2019.

PFS Investments reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2019 after selling out during the quarter.
PFS Investments sold 315,213 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2019, an estimated $14.7M.
PFS Investments first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2018 and held it in 4 quarters.
PFS Investments's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $14.7M in Q4 2018.
132 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2019.

Based on PFS Investments's 13F filing for Q1 2019, filed 4 Apr 2019.