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 Q3	$908K	Buy	23,116 +164	+0.7%	+$6.64K	0.16%	46
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Private Advisory Group Redmond, Washington $1.87B AUM 37.58% 1-Year Est. Return

Rockport Wealth's HYLS Position: Q3 2026 in Review

Rockport Wealth increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 0.71% in Q3 2026, buying an estimated $6.64K and bringing the position to 23,116 shares worth $908K. The position accounts for 0.16% of the portfolio, ranked #46.

Rockport Wealth first reported a position in HYLS in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.36M in Q2 2025. 136 funds tracked by Wall St. Rank hold HYLS as of Q3 2026.

Rockport Wealth held 23,116 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $908K as of Q3 2026.
Rockport Wealth bought 164 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2026, an estimated $6.64K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.16% of Rockport Wealth's portfolio in Q3 2026, its #46 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 7 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.
136 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 Rockport Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.