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

Royal Fund Management’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
2019 Q2	–	Sell	-57	Closed	-$2K	–	591
2019 Q1	$2K	Sell	57 -57,797	-100%	-$2.73M	﹤0.01%	504
2018 Q4	$2.59M	Buy	57,854 +51,493	+810%	+$2.4M	1.05%	36
2018 Q3	$303K	Buy	+6,361	New	+$303K	0.09%	96

Other funds holding HYLS

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

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

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

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

Royal Fund Management's HYLS Position: Q2 2019 in Review

Royal Fund Management sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2019, closing a stake of 57 shares — an estimated $2K sold.

Royal Fund Management first reported a position in HYLS in Q3 2018 and held it in 3 quarters. The position peaked at $2.59M in Q4 2018. 133 funds tracked by Wall St. Rank hold HYLS as of Q2 2019.

Royal Fund Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2019 after selling out during the quarter.
Royal Fund Management sold 57 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2019, an estimated $2K.
Royal Fund Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2018 and held it in 3 quarters.
Royal Fund Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $2.59M in Q4 2018.
133 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2019.

Based on Royal Fund Management's 13F filing for Q2 2019, filed 8 May 2020.