Realta Investment Advisors’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Realta Investment Advisors’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	–	Sell	-1	Closed	-$46	–	392
2026 Q1	$46	Sell	1 -6,749	-100%	-$279K	﹤0.01%	363
2025 Q4	$283K	Buy	6,750 +42	+0.6%	+$1.76K	0.09%	165
2025 Q3	$282K	Sell	6,708 -369	-5%	-$15.5K	0.09%	158
2025 Q2	$296K	Sell	7,077 -221	-3%	-$9.1K	0.12%	145
2025 Q1	$299K	Buy	7,298 +359	+5%	+$14.9K	0.14%	142
2024 Q4	$288K	Buy	+6,939	New	+$289K	0.12%	148
2023 Q1	–	Sell	-14	Closed	-$545	–	580
2022 Q4	$545	Sell	14 -2,086	-99%	-$82.1K	﹤0.01%	842
2022 Q3	$80K	Buy	+2,100	New	+$85.4K	0.02%	480
2020 Q1	–	Sell	-472	Closed	-$23K	–	784
2019 Q4	$23K	Buy	472 +4	+0.9%	+$193	0.01%	877
2019 Q3	$23K	Buy	468 +6	+1%	+$289	0.01%	878
2019 Q2	$22K	Buy	462 +6	+1%	+$288	0.01%	900
2019 Q1	$22K	Buy	+456	New	+$21.5K	0.01%	733

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 22.9% 1-Year Est. Return

Realta Investment Advisors's HYLS Position: Q2 2026 in Review

Realta Investment Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2026, closing a stake of 1 share — an estimated $46 sold.

Realta Investment Advisors first reported a position in HYLS in Q1 2019 and held it in 12 quarters. The position peaked at $299K in Q1 2025. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Realta Investment Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2026 after selling out during the quarter.
Realta Investment Advisors sold 1 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF share in Q2 2026, an estimated $46.
Realta Investment Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2019 and held it in 12 quarters.
Realta Investment Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $299K in Q1 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 Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.