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 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	-$6.79M	–	38
2022 Q2	$6.79M	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	$9.79M	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

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 22.96% 1-Year Est. Return

RiverTree Advisors's HYLS Position: Q2 2026 in Review

RiverTree Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 12% in Q2 2026, selling an estimated $169K and leaving 30,657 shares worth $1.25M. The position accounts for 0.74% of the portfolio, ranked #39.

RiverTree Advisors first reported a position in HYLS in Q4 2020 and has held it in 14 quarters since. The position peaked at $10.9M in Q1 2022. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

RiverTree Advisors held 30,657 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $1.25M as of Q2 2026.
RiverTree Advisors sold 4,138 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $169K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.74% of RiverTree Advisors's portfolio in Q2 2026, its #39 holding.
RiverTree Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2020 and has held it in 14 quarters since.
RiverTree Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $10.9M in Q1 2022.
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 RiverTree Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.