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

Plotkin Financial 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 Q2	–	Sell	-4,410	Closed	-$202K	–	75
2022 Q1	$202K	Sell	4,410 -553	-11%	-$25.6K	0.14%	78
2021 Q4	$237K	Sell	4,963 -8,064	-62%	-$385K	0.15%	74
2021 Q3	$628K	Sell	13,027 -4,308	-25%	-$208K	0.37%	45
2021 Q2	$841K	Sell	17,335 -933	-5%	-$45.4K	0.47%	46
2021 Q1	$889K	Sell	18,268 -1,183	-6%	-$57.8K	0.54%	36
2020 Q4	$948K	Sell	19,451 -1,972	-9%	-$94.9K	0.63%	30
2020 Q3	$1.01M	Sell	21,423 -204	-0.9%	-$9.64K	1.11%	25
2020 Q2	$991K	Buy	21,627 +16,639	+334%	+$756K	0.84%	25
2020 Q1	$209K	Sell	4,988 -2,577	-34%	-$121K	0.25%	51
2019 Q4	$369K	Buy	+7,565	New	+$365K	0.34%	42

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

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

OCM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC

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

Plotkin Financial Advisors's HYLS Position: Q2 2022 in Review

Plotkin Financial Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2022, closing a stake of 4,410 shares — an estimated $202K sold.

Plotkin Financial Advisors first reported a position in HYLS in Q4 2019 and held it in 10 quarters. The position peaked at $1.01M in Q3 2020. 206 funds tracked by Wall St. Rank hold HYLS as of Q2 2022.

Plotkin Financial Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2022 after selling out during the quarter.
Plotkin Financial Advisors sold 4,410 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2022, an estimated $202K.
Plotkin Financial Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2019 and held it in 10 quarters.
Plotkin Financial Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $1.01M in Q3 2020.
206 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2022.

Based on Plotkin Financial Advisors's 13F filing for Q2 2022, filed 15 Nov 2024.