Rothschild Investment LLC’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Rothschild Investment LLC’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
2025 Q1	–	Sell	-114	Closed	-$4.71K	–	3056
2024 Q4	$4.71K	Hold	114	–	–	﹤0.01%	1362
2024 Q3	$4.78K	Hold	114	–	–	﹤0.01%	1312
2024 Q2	$4.63K	Buy	+114	New	+$4.63K	﹤0.01%	1221

Other funds holding HYLS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Rothschild Investment LLC's HYLS Position: Q1 2025 in Review

Rothschild Investment LLC sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2025, closing a stake of 114 shares — an estimated $4.71K sold.

Rothschild Investment LLC first reported a position in HYLS in Q2 2024 and held it in 3 quarters. The position peaked at $4.78K in Q3 2024. 222 funds tracked by Wall St. Rank hold HYLS as of Q1 2025.

Rothschild Investment LLC reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2025 after selling out during the quarter.
Rothschild Investment LLC sold 114 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2025, an estimated $4.71K.
Rothschild Investment LLC first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2024 and held it in 3 quarters.
Rothschild Investment LLC's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $4.78K in Q3 2024.
222 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2025.

Based on Rothschild Investment LLC's 13F filing for Q1 2025, filed 8 Apr 2025.