Running Point Capital Advisors’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
5,878
| – | – | 0.07% | 110 |
|
|
2025
Q1 | $241K | Sell |
5,878
-361
| -6% | -$14.8K | 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% | -$163K | 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 | +$396K | 0.24% | 61 |
|