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

RiverTree 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 Q3	–	Sell	-30,657	Closed	-$1.25M	–	75
2026 Q2	$1.25M	Sell	30,657 -4,138	-12%	-$169K	0.74%	39
2026 Q1	$1.41M	Buy	34,795 +18,487	+113%	+$764K	0.89%	34
2025 Q4	$683K	Sell	16,308 -20,404	-56%	-$853K	0.44%	47
2025 Q3	$1.54M	Sell	36,712 -4,430	-11%	-$186K	0.99%	30
2025 Q2	$1.72M	Sell	41,142 -7,536	-15%	-$310K	1.15%	28
2025 Q1	$2M	Buy	48,678 +1,527	+3%	+$63.3K	1.34%	23
2024 Q4	$1.95M	Buy	+47,151	New	+$1.97M	1.28%	22
2022 Q3	–	Sell	-173,306	Closed	-$6.78M	–	38
2022 Q2	$6.78M	Sell	173,306 -65,728	-27%	-$2.79M	5.28%	11
2022 Q1	$10.9M	Buy	239,034 +34,548	+17%	+$1.6M	7.36%	2
2021 Q4	$9.8M	Buy	204,486 +19,154	+10%	+$916K	6.26%	2
2021 Q3	$8.93M	Sell	185,332 -2,713	-1%	-$131K	6.1%	2
2021 Q2	$9.12M	Sell	188,045 -865	-0.5%	-$42.1K	6.17%	3
2021 Q1	$9.19M	Buy	188,910 +13,005	+7%	+$635K	6.44%	3
2020 Q4	$8.57M	Buy	+175,905	New	+$8.46M	6.85%	2

Other funds holding HYLS

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

AWA

Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

TBF

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

RiverTree Advisors's HYLS Position: Q3 2026 in Review

RiverTree Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2026, closing a stake of 30,657 shares — an estimated $1.25M sold.

RiverTree Advisors first reported a position in HYLS in Q4 2020 and held it in 14 quarters. The position peaked at $10.9M in Q1 2022. 33 funds tracked by Wall St. Rank hold HYLS as of Q3 2026.

RiverTree Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2026 after selling out during the quarter.
RiverTree Advisors sold 30,657 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2026, an estimated $1.25M.
RiverTree Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2020 and held it in 14 quarters.
RiverTree Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $10.9M in Q1 2022.
33 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2026.

Based on RiverTree Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.