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

Powell Investment 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	-4,855	Closed	-$222K	–	144
2022 Q1	$222K	Hold	4,855	–	–	0.13%	94
2021 Q4	$232K	Hold	4,855	–	–	0.13%	94
2021 Q3	$234K	Hold	4,855	–	–	0.14%	91
2021 Q2	$236K	Hold	4,855	–	–	0.15%	92
2021 Q1	$236K	Hold	4,855	–	–	0.15%	88
2020 Q4	$237K	Hold	4,855	–	–	0.18%	77
2020 Q3	$229K	Hold	4,855	–	–	0.2%	80
2020 Q2	$223K	Hold	4,855	–	–	0.22%	83
2020 Q1	$204K	Hold	4,855	–	–	0.25%	84
2019 Q4	$237K	Buy	+4,855	New	+$235K	0.25%	89

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

Powell Investment Advisors's HYLS Position: Q2 2022 in Review

Powell Investment Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2022, closing a stake of 4,855 shares — an estimated $222K sold.

Powell Investment Advisors first reported a position in HYLS in Q4 2019 and held it in 10 quarters. The position peaked at $237K in Q4 2020. 206 funds tracked by Wall St. Rank hold HYLS as of Q2 2022.

Powell Investment 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.
Powell Investment Advisors sold 4,855 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2022, an estimated $222K.
Powell Investment 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.
Powell Investment Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $237K in Q4 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 Powell Investment Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.