Ruggie Capital Group’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Ruggie Capital Group’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 Q1	–	Sell	-9,750	Closed	-$437K	–	280
2018 Q4	$437K	Buy	+9,750	New	+$455K	0.2%	88
2018 Q3	–	Sell	-9,750	Closed	-$459K	–	267
2018 Q2	$459K	Hold	9,750	–	–	0.23%	63
2018 Q1	$464K	Hold	9,750	–	–	0.25%	57
2017 Q4	$474K	Hold	9,750	–	–	0.31%	43
2017 Q3	$478K	Hold	9,750	–	–	0.31%	40
2017 Q2	$479K	Buy	+9,750	New	+$480K	0.32%	38

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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Ruggie Capital Group's HYLS Position: Q1 2019 in Review

Ruggie Capital Group sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2019, closing a stake of 9,750 shares — an estimated $437K sold.

Ruggie Capital Group first reported a position in HYLS in Q2 2017 and held it in 6 quarters. The position peaked at $479K in Q2 2017. 132 funds tracked by Wall St. Rank hold HYLS as of Q1 2019.

Ruggie Capital Group reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2019 after selling out during the quarter.
Ruggie Capital Group sold 9,750 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2019, an estimated $437K.
Ruggie Capital Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2017 and held it in 6 quarters.
Ruggie Capital Group's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $479K in Q2 2017.
132 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.