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

Primoris Wealth 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
2026 Q2	$610K	Buy	15,000 +5,000	+50%	+$204K	0.28%	65
2026 Q1	$406K	Hold	10,000	–	–	0.28%	63
2025 Q4	$419K	Hold	10,000	–	–	0.25%	75
2025 Q3	$421K	Hold	10,000	–	–	0.27%	72
2025 Q2	$418K	Hold	10,000	–	–	0.29%	67
2025 Q1	$410K	Buy	+10,000	New	+$415K	0.32%	69

Other funds holding HYLS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Primoris Wealth Advisors's HYLS Position: Q2 2026 in Review

Primoris Wealth Advisors increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 50% in Q2 2026, buying an estimated $204K and bringing the position to 15,000 shares worth $610K. The position accounts for 0.28% of the portfolio, ranked #65.

Primoris Wealth Advisors first reported a position in HYLS in Q1 2025 and has held it in 6 quarters since. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Primoris Wealth Advisors held 15,000 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $610K as of Q2 2026.
Primoris Wealth Advisors bought 5,000 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $204K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.28% of Primoris Wealth Advisors's portfolio in Q2 2026, its #65 holding.
Primoris Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2025 and has held it in 6 quarters since.
215 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.