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

Private Capital 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
2022 Q2	–	Sell	-445	Closed	-$20K	–	1976
2022 Q1	$20K	Hold	445	–	–	﹤0.01%	1032
2021 Q4	$21K	Hold	445	–	–	﹤0.01%	1046
2021 Q3	$21K	Hold	445	–	–	﹤0.01%	1062
2021 Q2	$22K	Hold	445	–	–	0.01%	1039
2021 Q1	$22K	Buy	+445	New	+$21.7K	0.01%	1023

Other funds holding HYLS

Morgan Stanley New York $1.89T AUM 35.08% 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

LPL Financial San Diego, California $445B AUM 25.58% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

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

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Private Capital Group's HYLS Position: Q2 2022 in Review

Private Capital Group sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2022, closing a stake of 445 shares — an estimated $20K sold.

Private Capital Group first reported a position in HYLS in Q1 2021 and held it in 5 quarters. The position peaked at $22K in Q2 2021. 206 funds tracked by Wall St. Rank hold HYLS as of Q2 2022.

Private Capital Group reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2022 after selling out during the quarter.
Private Capital Group sold 445 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2022, an estimated $20K.
Private Capital Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2021 and held it in 5 quarters.
Private Capital Group's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $22K in Q2 2021.
206 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.