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 Q2	$21.2M	Buy	520,734 +9,067	+2%	+$371K	0.01%	1522
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 $1.89T 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

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

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

Raymond James Financial's HYLS Position: Q2 2026 in Review

Raymond James Financial increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 1.8% in Q2 2026, buying an estimated $371K and bringing the position to 520,734 shares worth $21.2M. The position accounts for 0.01% of the portfolio, ranked #1522.

Raymond James Financial first reported a position in HYLS in Q4 2024 and has held it in 7 quarters since. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Raymond James Financial held 520,734 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $21.2M as of Q2 2026.
Raymond James Financial bought 9,067 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $371K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1522 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 7 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 Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.