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 Q3	$393K	Sell	10,000 -5,000	-33%	-$202K	0.18%	89
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	$420K	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

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Primoris Wealth Advisors's HYLS Position: Q3 2026 in Review

Primoris Wealth Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 33% in Q3 2026, selling an estimated $202K and leaving 10,000 shares worth $393K. The position accounts for 0.18% of the portfolio, ranked #89.

Primoris Wealth Advisors first reported a position in HYLS in Q1 2025 and has held it in 7 quarters since. The position peaked at $610K in Q2 2026. 68 funds tracked by Wall St. Rank hold HYLS as of Q3 2026.

Primoris Wealth Advisors held 10,000 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $393K as of Q3 2026.
Primoris Wealth Advisors sold 5,000 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2026, an estimated $202K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.18% of Primoris Wealth Advisors's portfolio in Q3 2026, its #89 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 7 quarters since.
Primoris Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $610K in Q2 2026.
68 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2026.

Based on Primoris Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.