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 Q3	$483	Buy	+12	New	+$486	﹤0.01%	3237
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	$6.36K	Buy	+151	New	+$6.33K	﹤0.01%	1628

Other funds holding HYLS

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

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

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

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Root Financial Partners's HYLS Position: Q3 2026 in Review

Root Financial Partners opened a new position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2026: 12 shares worth $483. The stake represents ﹤0.01% of the portfolio and ranks #3237 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HYLS as recently as Q1 2026.

Root Financial Partners first reported a position in HYLS in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.42K in Q4 2025. 80 funds tracked by Wall St. Rank hold HYLS as of Q3 2026.

Root Financial Partners held 12 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $483 as of Q3 2026.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF was a new Root Financial Partners position in Q3 2026.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3237 holding.
Root Financial Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $6.42K in Q4 2025.
80 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 Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.