Principal Securities’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Principal Securities’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
2025 Q4	–	Sell	-2,031	Closed	-$85.4K	–	2337
2025 Q3	$85.4K	Buy	2,031 +6	+0.3%	+$252	﹤0.01%	1666
2025 Q2	$84.7K	Buy	2,025 +225	+13%	+$9.26K	﹤0.01%	1613
2025 Q1	$74.4K	Hold	1,800	–	–	﹤0.01%	1574
2024 Q4	$74.4K	Buy	1,800 +5	+0.3%	+$209	﹤0.01%	1571
2024 Q3	$75.3K	Sell	1,795 -4	-0.2%	-$165	﹤0.01%	1516
2024 Q2	$73.1K	Sell	1,799 -234	-12%	-$9.51K	﹤0.01%	1445
2024 Q1	$83.8K	Buy	2,033 +234	+13%	+$9.63K	﹤0.01%	1351
2023 Q4	$74.8K	Buy	+1,799	New	+$71.6K	﹤0.01%	1307

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

KFP

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

Principal Securities's HYLS Position: Q4 2025 in Review

Principal Securities sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q4 2025, closing a stake of 2,031 shares — an estimated $85.4K sold.

Principal Securities first reported a position in HYLS in Q4 2023 and held it in 8 quarters. The position peaked at $85.4K in Q3 2025. 221 funds tracked by Wall St. Rank hold HYLS as of Q4 2025.

Principal Securities reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 2,031 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2025, an estimated $85.4K.
Principal Securities first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $85.4K in Q3 2025.
221 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.