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

Regal 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
2022 Q2	–	Sell	-6,750	Closed	-$309K	–	522
2022 Q1	$309K	Buy	6,750 +1,000	+17%	+$46.3K	0.03%	400
2021 Q4	$275K	Sell	5,750 -908	-14%	-$43.4K	0.02%	448
2021 Q3	$321K	Buy	6,658 +12	+0.2%	+$580	0.03%	404
2021 Q2	$322K	Buy	+6,646	New	+$323K	0.03%	397
2021 Q1	–	Sell	-6,622	Closed	-$323K	–	208
2020 Q4	$323K	Buy	+6,622	New	+$319K	0.04%	346
2020 Q3	–	Sell	-6,333	Closed	-$290K	–	112
2020 Q2	$290K	Buy	+6,333	New	+$288K	0.05%	249
2020 Q1	–	Sell	-5,512	Closed	-$269K	–	152
2019 Q4	$269K	Sell	5,512 -65	-1%	-$3.14K	0.05%	277
2019 Q3	$269K	Sell	5,577 -289	-5%	-$13.9K	0.05%	259
2019 Q2	$282K	Buy	5,866 +10	+0.2%	+$481	0.05%	255
2019 Q1	$280K	Sell	5,856 -46,546	-89%	-$2.2M	0.06%	249
2018 Q4	$2.35M	Buy	52,402 +47,595	+990%	+$2.22M	0.51%	55
2018 Q3	$230K	Sell	4,807 -6,990	-59%	-$333K	0.05%	279
2018 Q2	$556K	Sell	11,797 -1,790	-13%	-$85.2K	0.17%	152
2018 Q1	$647K	Sell	13,587 -90	-0.7%	-$4.34K	0.14%	154
2017 Q4	$664K	Sell	13,677 -451	-3%	-$22K	0.15%	155
2017 Q3	$693K	Sell	14,128 -144	-1%	-$7.1K	0.16%	149
2017 Q2	$702K	Buy	14,272 +9	+0.1%	+$443	0.17%	140
2017 Q1	$697K	Sell	14,263 -726	-5%	-$35.4K	0.18%	136
2016 Q4	$723K	Buy	14,989 +7,769	+108%	+$374K	0.2%	131
2016 Q3	$351K	Sell	7,220 -950	-12%	-$46.1K	0.1%	187
2016 Q2	$389K	Buy	8,170 +1,669	+26%	+$79.6K	0.11%	177
2016 Q1	$308K	Buy	+6,501	New	+$303K	0.08%	194
2015 Q4	–	Sell	-1,175	Closed	-$56K	–	546
2015 Q3	$56K	Hold	1,175	–	–	0.01%	412
2015 Q2	$58K	Hold	1,175	–	–	0.02%	394
2015 Q1	$59K	Sell	1,175 -203	-15%	-$10.2K	0.01%	407
2014 Q4	$68K	Buy	1,378 +2	+0.1%	+$101	0.02%	362
2014 Q3	$70K	Buy	1,376 +926	+206%	+$48K	0.02%	356
2014 Q2	$24K	Buy	+450	New	+$23.6K	0.01%	513

Other funds holding HYLS

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Regal Investment Advisors's HYLS Position: Q2 2022 in Review

Regal Investment Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2022, closing a stake of 6,750 shares — an estimated $309K sold.

Regal Investment Advisors first reported a position in HYLS in Q2 2014 and held it in 28 quarters. The position peaked at $2.35M in Q4 2018. 206 funds tracked by Wall St. Rank hold HYLS as of Q2 2022.

Regal Investment Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2022 after selling out during the quarter.
Regal Investment Advisors sold 6,750 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2022, an estimated $309K.
Regal Investment Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2014 and held it in 28 quarters.
Regal Investment Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $2.35M in Q4 2018.
206 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2022.

Based on Regal Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.