Rockefeller Capital Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Rockefeller Capital Management’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	$1.06M	Buy	26,076 +1,596	+7%	+$65.3K	﹤0.01%	1668
2026 Q1	$993K	Buy	24,480 +609	+3%	+$25.2K	﹤0.01%	1618
2025 Q4	$999K	Buy	23,871 +11,294	+90%	+$472K	﹤0.01%	1557
2025 Q3	$529K	Buy	12,577 +1,684	+15%	+$70.6K	﹤0.01%	1742
2025 Q2	$455K	Buy	10,893 +228	+2%	+$9.38K	﹤0.01%	1578
2025 Q1	$438K	Buy	10,665 +291	+3%	+$12.1K	﹤0.01%	1520
2024 Q4	$429K	Sell	10,374 -1,842	-15%	-$76.8K	﹤0.01%	1516
2024 Q3	$513K	Sell	12,216 -3,753	-24%	-$155K	﹤0.01%	1419
2024 Q2	$649K	Buy	15,969 +240	+2%	+$9.76K	﹤0.01%	1360
2024 Q1	$649K	Sell	15,729 -1,165	-7%	-$48K	﹤0.01%	1391
2023 Q4	$702K	Buy	+16,894	New	+$672K	﹤0.01%	1254
2023 Q3	–	Sell	-10,418	Closed	-$413K	–	1649
2023 Q2	$413K	Sell	10,418 -378	-4%	-$15K	﹤0.01%	1407
2023 Q1	$429K	Buy	10,796 +3,892	+56%	+$155K	﹤0.01%	1413
2022 Q4	$268K	Sell	6,904 -244	-3%	-$9.6K	﹤0.01%	1526
2022 Q3	$273K	Sell	7,148 -491	-6%	-$20K	﹤0.01%	1513
2022 Q2	$299K	Sell	7,639 -198	-3%	-$8.39K	﹤0.01%	1471
2022 Q1	$358K	Buy	7,837 +178	+2%	+$8.24K	﹤0.01%	1455
2021 Q4	$366K	Sell	7,659 -679	-8%	-$32.5K	﹤0.01%	1426
2021 Q3	$401K	Sell	8,338 -575	-6%	-$27.8K	﹤0.01%	1336
2021 Q2	$432K	Buy	8,913 +1,642	+23%	+$79.8K	﹤0.01%	1250
2021 Q1	$353K	Sell	7,271 -1,058	-13%	-$51.7K	﹤0.01%	1139
2020 Q4	$405K	Sell	8,329 -9,774	-54%	-$470K	﹤0.01%	981
2020 Q3	$854K	Buy	18,103 +16,053	+783%	+$759K	0.01%	641
2020 Q2	$94K	Hold	2,050	–	–	﹤0.01%	1188
2020 Q1	$86K	Hold	2,050	–	–	﹤0.01%	1062
2019 Q4	$100K	Hold	2,050	–	–	﹤0.01%	968
2019 Q3	$99K	Buy	+2,050	New	+$98.8K	﹤0.01%	811

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

Rockefeller Capital Management's HYLS Position: Q2 2026 in Review

Rockefeller Capital Management increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 6.5% in Q2 2026, buying an estimated $65.3K and bringing the position to 26,076 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1668.

Rockefeller Capital Management first reported a position in HYLS in Q3 2019 and has held it in 27 quarters since. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Rockefeller Capital Management held 26,076 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $1.06M as of Q2 2026.
Rockefeller Capital Management bought 1,596 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $65.3K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1668 holding.
Rockefeller Capital Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2019 and has held it in 27 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 Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.