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

Rockport Wealth’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	$933K	Buy	22,952 +1,190	+5%	+$48.7K	0.16%	47
2026 Q1	$883K	Sell	21,762 -29,571	-58%	-$1.22M	0.16%	48
2025 Q4	$2.15M	Buy	51,333 +1,428	+3%	+$59.7K	0.42%	38
2025 Q3	$2.1M	Sell	49,905 -6,603	-12%	-$277K	0.43%	36
2025 Q2	$2.36M	Buy	56,508 +3,133	+6%	+$129K	0.55%	27
2025 Q1	$2.19M	Buy	+53,375	New	+$2.21M	0.77%	21

Other funds holding HYLS

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

PNC

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

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

BCP

Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $189M AUM 32.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Rockport Wealth's HYLS Position: Q2 2026 in Review

Rockport Wealth increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 5.5% in Q2 2026, buying an estimated $48.7K and bringing the position to 22,952 shares worth $933K. The position accounts for 0.16% of the portfolio, ranked #47.

Rockport Wealth first reported a position in HYLS in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.36M in Q2 2025. 96 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Rockport Wealth held 22,952 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $933K as of Q2 2026.
Rockport Wealth bought 1,190 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $48.7K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.16% of Rockport Wealth's portfolio in Q2 2026, its #47 holding.
Rockport Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2025 and has held it in 6 quarters since.
Rockport Wealth's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $2.36M in Q2 2025.
96 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 Rockport Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.