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

Quartz Partners’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	$223K	Buy	5,477 +240	+5%	+$9.81K	0.07%	172
2026 Q1	$212K	Hold	5,237	–	–	0.08%	161
2025 Q4	$219K	Sell	5,237 -1,385	-21%	-$57.9K	0.08%	154
2025 Q3	$278K	Sell	6,622 -528	-7%	-$22.1K	0.1%	148
2025 Q2	$299K	Hold	7,150	–	–	0.14%	137
2025 Q1	$293K	Buy	7,150 +1,200	+20%	+$49.8K	0.18%	115
2024 Q4	$246K	Sell	5,950 -125	-2%	-$5.21K	0.15%	132
2024 Q3	$255K	Buy	+6,075	New	+$251K	0.16%	130

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

Quartz Partners's HYLS Position: Q2 2026 in Review

Quartz Partners increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 4.6% in Q2 2026, buying an estimated $9.81K and bringing the position to 5,477 shares worth $223K. The position accounts for 0.07% of the portfolio, ranked #172.

Quartz Partners first reported a position in HYLS in Q3 2024 and has held it in 8 quarters since. The position peaked at $299K in Q2 2025. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Quartz Partners held 5,477 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $223K as of Q2 2026.
Quartz Partners bought 240 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $9.81K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.07% of Quartz Partners's portfolio in Q2 2026, its #172 holding.
Quartz Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2024 and has held it in 8 quarters since.
Quartz Partners's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $299K in Q2 2025.
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 Quartz Partners's 13F filing for Q2 2026, filed 10 Aug 2026.