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

RVW Wealth’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
2024
Q4 		– Sell
-5,573
Closed -$234K – 150
2024
Q3 		$234K Sell
5,573
-285
-5% -$11.8K 0.02% 138
2024
Q2 		$238K Sell
5,858
-5,139
-47% -$209K 0.02% 130
2024
Q1 		$453K Sell
10,997
-117
-1% -$4.82K 0.05% 94
2023
Q4 		$462K Buy
11,114
+419
+4% +$16.7K 0.05% 94
2023
Q3 		$420K Sell
10,695
-66
-0.6% -$2.62K 0.05% 95
2023
Q2 		$426K Buy
10,761
+463
+4% +$18.3K 0.05% 102
2023
Q1 		$409K Sell
10,298
-355
-3% -$14.1K 0.05% 105
2022
Q4 		$415K Buy
10,653
+3,513
+49% +$138K 0.05% 105
2022
Q3 		$274K Sell
7,140
-35,251
-83% -$1.43M 0.04% 116
2022
Q2 		$1.66M Buy
42,391
+1,104
+3% +$46.8K 0.22% 61
2022
Q1 		$1.89M Buy
41,287
+757
+2% +$35K 0.22% 55
2021
Q4 		$1.94M Buy
40,530
+4,282
+12% +$205K 0.22% 55
2021
Q3 		$2M Buy
36,248
+9,292
+34% +$449K 0.24% 47
2021
Q2 		$1M Buy
26,956
+7,332
+37% +$356K 0.13% 62
2021
Q1 		$1M Buy
19,624
+5,378
+38% +$263K 0.13% 74
2020
Q4 		$1M Buy
14,246
+3,966
+39% +$191K 0.15% 68
2020
Q3 		$485K Buy
10,280
+1,238
+14% +$58.5K 0.08% 74
2020
Q2 		$414K Buy
+9,042
New +$411K 0.08% 74
2020
Q1 		– Sell
-26,365
Closed -$1.29M – 96
2019
Q4 		$1.29M Buy
26,365
+12,979
+97% +$627K 0.28% 43
2019
Q3 		$646K Hold
13,386
– – 0.15% 54
2019
Q2 		$644K Buy
13,386
+18
+0.1% +$865 0.15% 46
2019
Q1 		$639K Buy
+13,368
New +$631K 0.16% 45

Other funds holding HYLS

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

RVW Wealth's HYLS Position: Q4 2024 in Review

RVW Wealth sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q4 2024, closing a stake of 5,573 shares — an estimated $234K sold.

RVW Wealth first reported a position in HYLS in Q1 2019 and held it in 22 quarters. The position peaked at $2M in Q3 2021. 234 funds tracked by Wall St. Rank hold HYLS as of Q4 2024.

  • RVW Wealth reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q4 2024 after selling out during the quarter.
  • RVW Wealth sold 5,573 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2024, an estimated $234K.
  • RVW Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2019 and held it in 22 quarters.
  • RVW Wealth's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $2M in Q3 2021.
  • 234 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2024.

Based on RVW Wealth's 13F filing for Q4 2024, filed 23 Jan 2025.