Pinnacle Family Advisors’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Pinnacle Family Advisors’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
2022 Q4	–	Sell	-11,534	Closed	-$442K	–	94
2022 Q3	$442K	Buy	11,534 +253	+2%	+$10.3K	0.38%	46
2022 Q2	$442K	Buy	+11,281	New	+$478K	0.36%	57
2021 Q3	–	Sell	-10,476	Closed	-$508K	–	149
2021 Q2	$508K	Buy	10,476 +503	+5%	+$24.5K	0.22%	69
2021 Q1	$485K	Buy	9,973 +1,485	+17%	+$72.5K	0.25%	65
2020 Q4	$414K	Buy	+8,488	New	+$408K	0.25%	71

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

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

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

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

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

OCM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Pinnacle Family Advisors's HYLS Position: Q4 2022 in Review

Pinnacle Family Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q4 2022, closing a stake of 11,534 shares — an estimated $442K sold.

Pinnacle Family Advisors first reported a position in HYLS in Q4 2020 and held it in 5 quarters. The position peaked at $508K in Q2 2021. 220 funds tracked by Wall St. Rank hold HYLS as of Q4 2022.

Pinnacle Family Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q4 2022 after selling out during the quarter.
Pinnacle Family Advisors sold 11,534 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2022, an estimated $442K.
Pinnacle Family Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2020 and held it in 5 quarters.
Pinnacle Family Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $508K in Q2 2021.
220 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2022.

Based on Pinnacle Family Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.