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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

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return