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

Rossby Financial’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	$102K	Buy	2,602 +360	+16%	+$14.6K	0.02%	690
2026 Q2	$91.1K	Buy	2,242 +131	+6%	+$5.36K	0.02%	556
2026 Q1	$85.8K	Buy	2,111 +183	+9%	+$7.56K	0.02%	583
2025 Q4	$80.7K	Buy	1,928 +1,329	+222%	+$55.6K	0.02%	450
2025 Q3	$25.2K	Buy	599 +10	+2%	+$419	0.01%	665
2025 Q2	$24.6K	Buy	589 +9	+2%	+$370	0.01%	610
2025 Q1	$23.8K	Buy	+580	New	+$24K	0.01%	585

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

Rossby Financial's HYLS Position: Q3 2026 in Review

Rossby Financial increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 16% in Q3 2026, buying an estimated $14.6K and bringing the position to 2,602 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #690.

Rossby Financial first reported a position in HYLS in Q1 2025 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold HYLS as of Q3 2026.

Rossby Financial held 2,602 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $102K as of Q3 2026.
Rossby Financial bought 360 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2026, an estimated $14.6K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.02% of Rossby Financial's portfolio in Q3 2026, its #690 holding.
Rossby Financial 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.
123 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 Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.