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

ROI Financial 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	–	Sell	-5,459	Closed	-$221K	–	71
2026 Q1	$221K	Buy	5,459 +299	+6%	+$12.4K	0.13%	64
2025 Q4	$216K	Buy	5,160 +6	+0.1%	+$251	0.12%	63
2025 Q3	$217K	Buy	5,154 +25	+0.5%	+$1.05K	0.13%	65
2025 Q2	$214K	Buy	5,129 +69	+1%	+$2.84K	0.14%	66
2025 Q1	$208K	Sell	5,060 -596	-11%	-$24.7K	0.15%	60
2024 Q4	$234K	Buy	5,656 +74	+1%	+$3.09K	0.16%	57
2024 Q3	$234K	Buy	5,582 +74	+1%	+$3.06K	0.16%	59
2024 Q2	$224K	Buy	5,508 +76	+1%	+$3.09K	0.16%	57
2024 Q1	$224K	Buy	5,432 +101	+2%	+$4.16K	0.18%	56
2023 Q4	$222K	Buy	+5,331	New	+$212K	0.18%	62

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

ROI Financial Advisors's HYLS Position: Q2 2026 in Review

ROI Financial Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2026, closing a stake of 5,459 shares — an estimated $221K sold.

ROI Financial Advisors first reported a position in HYLS in Q4 2023 and held it in 10 quarters. The position peaked at $234K in Q3 2024. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

ROI Financial Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2026 after selling out during the quarter.
ROI Financial Advisors sold 5,459 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $221K.
ROI Financial Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2023 and held it in 10 quarters.
ROI Financial Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $234K in Q3 2024.
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 ROI Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.