Running Point Capital Advisors’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Running Point Capital Advisors’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 Q4	$246K	Hold	5,878	–	–	0.07%	116
2025 Q3	$247K	Hold	5,878	–	–	0.07%	115
2025 Q2	$246K	Hold	5,878	–	–	0.07%	110
2025 Q1	$241K	Sell	5,878 -361	-6%	-$15K	0.08%	106
2024 Q4	$258K	Hold	6,239	–	–	0.09%	94
2024 Q3	$262K	Hold	6,239	–	–	0.1%	82
2024 Q2	$253K	Hold	6,239	–	–	0.1%	83
2024 Q1	$257K	Hold	6,239	–	–	0.12%	83
2023 Q4	$259K	Sell	6,239 -3,927	-39%	-$156K	0.13%	84
2023 Q3	$399K	Hold	10,166	–	–	0.23%	64
2023 Q2	$403K	Hold	10,166	–	–	0.23%	65
2023 Q1	$404K	Hold	10,166	–	–	0.24%	64
2022 Q4	$396K	Buy	+10,166	New	+$400K	0.24%	61

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

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Running Point Capital Advisors's HYLS Position: Q4 2025 in Review

Running Point Capital Advisors held its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) position steady in Q4 2025 at 5,878 shares worth $246K. The position accounts for 0.07% of the portfolio, ranked #116.

Running Point Capital Advisors first reported a position in HYLS in Q4 2022 and has held it in 13 quarters since. The position peaked at $404K in Q1 2023. 221 funds tracked by Wall St. Rank hold HYLS as of Q4 2025.

Running Point Capital Advisors held 5,878 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $246K as of Q4 2025.
Running Point Capital Advisors left its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF share count unchanged in Q4 2025.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.07% of Running Point Capital Advisors's portfolio in Q4 2025, its #116 holding.
Running Point Capital Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2022 and has held it in 13 quarters since.
Running Point Capital Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $404K in Q1 2023.
221 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.