Raymond James Financial’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Raymond James Financial’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 Q1	$20.8M	Buy	511,667 +29,747	+6%	+$1.23M	0.01%	1444
2025 Q4	$20.2M	Buy	481,920 +111,429	+30%	+$4.66M	0.01%	1438
2025 Q3	$15.6M	Sell	370,491 -40,997	-10%	-$1.72M	0.01%	1596
2025 Q2	$17.2M	Sell	411,488 -87,348	-18%	-$3.59M	0.01%	1484
2025 Q1	$20.5M	Buy	498,836 +136,221	+38%	+$5.65M	0.01%	1292
2024 Q4	$15M	Buy	+362,615	New	+$15.1M	0.01%	1517

Other funds holding HYLS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

&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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Raymond James Financial's HYLS Position: Q1 2026 in Review

Raymond James Financial increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 6.2% in Q1 2026, buying an estimated $1.23M and bringing the position to 511,667 shares worth $20.8M. The position accounts for 0.01% of the portfolio, ranked #1444.

Raymond James Financial first reported a position in HYLS in Q4 2024 and has held it in 6 quarters since. 219 funds tracked by Wall St. Rank hold HYLS as of Q1 2026.

Raymond James Financial held 511,667 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $20.8M as of Q1 2026.
Raymond James Financial bought 29,747 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2026, an estimated $1.23M.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1444 holding.
Raymond James Financial first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2024 and has held it in 6 quarters since.
219 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.