Private Advisory Group’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Private Advisory Group’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	$3.59M	Buy	88,354 +12,315	+16%	+$504K	0.19%	114
2026 Q1	$3.08M	Buy	76,039 +92	+0.1%	+$3.8K	0.2%	103
2025 Q4	$3.18M	Buy	75,947 +3,705	+5%	+$155K	0.25%	79
2025 Q3	$3.04M	Buy	72,242 +6,189	+9%	+$259K	0.25%	79
2025 Q2	$2.76M	Buy	66,053 +4,543	+7%	+$187K	0.25%	74
2025 Q1	$2.52M	Sell	61,510 -3,124	-5%	-$130K	0.28%	73
2024 Q4	$2.67M	Buy	64,634 +4,206	+7%	+$175K	0.3%	70
2024 Q3	$2.54M	Sell	60,428 -2,887	-5%	-$119K	0.3%	72
2024 Q2	$2.57M	Buy	63,315 +4,589	+8%	+$187K	0.33%	74
2024 Q1	$2.42M	Buy	58,726 +15,668	+36%	+$645K	0.35%	78
2023 Q4	$1.79M	Buy	+43,058	New	+$1.71M	0.31%	77
2020 Q4	–	Sell	-19,628	Closed	-$926K	–	121
2020 Q3	$926K	Buy	+19,628	New	+$927K	0.37%	50
2020 Q2	–	Sell	-10,522	Closed	-$442K	–	123
2020 Q1	$442K	Buy	+10,522	New	+$492K	0.23%	65
2017 Q2	–	Sell	-5,256	Closed	-$257K	–	137
2017 Q1	$257K	Buy	+5,256	New	+$256K	0.17%	117

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

Private Advisory Group's HYLS Position: Q2 2026 in Review

Private Advisory Group increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 16% in Q2 2026, buying an estimated $504K and bringing the position to 88,354 shares worth $3.59M. The position accounts for 0.19% of the portfolio, ranked #114.

Private Advisory Group first reported a position in HYLS in Q1 2017 and has held it in 14 quarters since. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Private Advisory Group held 88,354 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $3.59M as of Q2 2026.
Private Advisory Group bought 12,315 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $504K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.19% of Private Advisory Group's portfolio in Q2 2026, its #114 holding.
Private Advisory Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2017 and has held it in 14 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 Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.