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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

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