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

PFS Partners’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
2023 Q4	–	Sell	-488	Closed	-$19.1K	–	480
2023 Q3	$19.1K	Hold	488	–	–	0.02%	181
2023 Q2	$19.3K	Hold	488	–	–	0.02%	194
2023 Q1	$19.4K	Hold	488	–	–	0.02%	166
2022 Q4	$19K	Hold	488	–	–	0.02%	158
2022 Q3	$18.7K	Sell	488 -6	-1%	-$244	0.02%	151
2022 Q2	$19.3K	Sell	494 -12	-2%	-$509	0.02%	149
2022 Q1	$23.2K	Sell	506 -86,212	-99%	-$3.99M	0.02%	151
2021 Q4	$4.15M	Buy	+86,718	New	+$4.14M	3.08%	9

Other funds holding HYLS

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

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

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

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PNC

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PFS Partners's HYLS Position: Q4 2023 in Review

PFS Partners sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q4 2023, closing a stake of 488 shares — an estimated $19.1K sold.

PFS Partners first reported a position in HYLS in Q4 2021 and held it in 8 quarters. The position peaked at $4.15M in Q4 2021. 210 funds tracked by Wall St. Rank hold HYLS as of Q4 2023.

PFS Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q4 2023 after selling out during the quarter.
PFS Partners sold 488 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2023, an estimated $19.1K.
PFS Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2021 and held it in 8 quarters.
PFS Partners's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $4.15M in Q4 2021.
210 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2023.

Based on PFS Partners's 13F filing for Q4 2023, filed 29 Jan 2024.