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

Rathbones 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 		$315K Sell
7,750
-1,283
-14% -$52.5K ﹤0.01% 537
2026
Q1 		$366K Sell
9,033
-147
-2% -$6.08K ﹤0.01% 500
2025
Q4 		$384K Buy
9,180
+85
+0.9% +$3.56K ﹤0.01% 489
2025
Q3 		$382K Sell
9,095
-500
-5% -$21K ﹤0.01% 478
2025
Q2 		$401K Hold
9,595
– – ﹤0.01% 458
2025
Q1 		$394K Sell
9,595
-75
-0.8% -$3.11K ﹤0.01% 440
2024
Q4 		$400K Buy
9,670
+400
+4% +$16.7K ﹤0.01% 439
2024
Q3 		$389K Sell
9,270
-615
-6% -$25.4K ﹤0.01% 449
2024
Q2 		$402K Sell
9,885
-5,531
-36% -$225K ﹤0.01% 451
2024
Q1 		$636K Sell
15,416
-130
-0.8% -$5.35K ﹤0.01% 380
2023
Q4 		$646K Sell
15,546
-644
-4% -$25.6K ﹤0.01% 361
2023
Q3 		$635K Buy
16,190
+100
+0.6% +$3.96K ﹤0.01% 363
2023
Q2 		$638K Sell
16,090
-460
-3% -$18.2K 0.01% 276
2023
Q1 		$658K Buy
16,550
+2,970
+22% +$118K 0.01% 277
2022
Q4 		$529K Buy
13,580
+2,480
+22% +$97.6K 0.01% 289
2022
Q3 		$425K Buy
11,100
+1,200
+12% +$48.8K 0.01% 300
2022
Q2 		$388K Buy
9,900
+1,130
+13% +$47.9K ﹤0.01% 329
2022
Q1 		$401K Sell
8,770
-1,700
-16% -$78.7K ﹤0.01% 328
2021
Q4 		$501K Sell
10,470
-8,120
-44% -$388K ﹤0.01% 313
2021
Q3 		$896K Buy
18,590
+2,040
+12% +$98.7K 0.01% 253
2021
Q2 		$803K Buy
16,550
+4,340
+36% +$211K 0.01% 266
2021
Q1 		$594K Buy
+12,210
New +$596K 0.01% 277

Other funds holding HYLS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
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
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rathbones Group's HYLS Position: Q2 2026 in Review

Rathbones Group reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 14% in Q2 2026, selling an estimated $52.5K and leaving 7,750 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Rathbones Group first reported a position in HYLS in Q1 2021 and has held it in 22 quarters since. The position peaked at $896K in Q3 2021. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

  • Rathbones Group held 7,750 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $315K as of Q2 2026.
  • Rathbones Group sold 1,283 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $52.5K.
  • First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up ﹤0.01% of Rathbones Group's portfolio in Q2 2026, its #537 holding.
  • Rathbones Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2021 and has held it in 22 quarters since.
  • Rathbones Group's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $896K in Q3 2021.
  • 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 Rathbones Group's 13F filing for Q2 2026, filed 23 Jul 2026.