Pinnacle Wealth Planning Services’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Pinnacle Wealth Planning Services’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	-14,348	Closed	-$644K	–	175
2018 Q4	$644K	Buy	+14,348	New	+$670K	0.41%	49

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 $2.26B AUM 13.25% 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

Pinnacle Wealth Planning Services's HYLS Position: Q1 2019 in Review

Pinnacle Wealth Planning Services sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2019, closing a stake of 14,348 shares — an estimated $644K sold.

Pinnacle Wealth Planning Services first reported a position in HYLS in Q4 2018 and held it in 1 quarter. The position peaked at $644K in Q4 2018. 132 funds tracked by Wall St. Rank hold HYLS as of Q1 2019.

Pinnacle Wealth Planning Services 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.
Pinnacle Wealth Planning Services sold 14,348 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2019, an estimated $644K.
Pinnacle Wealth Planning Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2018 and held it in 1 quarter.
Pinnacle Wealth Planning Services's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $644K 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 Pinnacle Wealth Planning Services's 13F filing for Q1 2019, filed 8 May 2019.