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

Root Financial Partners’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	-123	Closed	-$5K	–	1678
2026 Q1	$5K	Sell	123 -30	-20%	-$1.24K	﹤0.01%	1960
2025 Q4	$6.42K	Buy	153 +2	+1%	+$84	﹤0.01%	1684
2025 Q3	$6.37K	Buy	+151	New	+$6.33K	﹤0.01%	1628

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

Root Financial Partners's HYLS Position: Q2 2026 in Review

Root Financial Partners sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2026, closing a stake of 123 shares — an estimated $5K sold.

Root Financial Partners first reported a position in HYLS in Q3 2025 and held it in 3 quarters. The position peaked at $6.42K in Q4 2025. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Root Financial Partners 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.
Root Financial Partners sold 123 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $5K.
Root Financial Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $6.42K in Q4 2025.
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 Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.