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

RWA Wealth Partners’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
2022 Q2	–	Sell	-173,698	Closed	-$7.95M	–	250
2022 Q1	$7.95M	Sell	173,698 -180,367	-51%	-$8.35M	0.51%	49
2021 Q4	$16.9M	Sell	354,065 -9,582	-3%	-$458K	1.14%	19
2021 Q3	$17.5M	Buy	363,647 +7,683	+2%	+$372K	1.31%	21
2021 Q2	$17.3M	Buy	355,964 +2,209	+0.6%	+$107K	1.29%	20
2021 Q1	$17.2M	Sell	353,755 -1,892	-0.5%	-$92.4K	1.39%	21
2020 Q4	$17.3M	Buy	355,647 +181,295	+104%	+$8.72M	1.54%	17
2020 Q3	$8.23M	Buy	+174,352	New	+$8.24M	0.87%	25
2020 Q1	–	Sell	-446,327	Closed	-$21.8M	–	224
2019 Q4	$21.8M	Buy	446,327 +6,947	+2%	+$336K	2.16%	10
2019 Q3	$21.2M	Buy	439,380 +1,259	+0.3%	+$60.6K	2.24%	10
2019 Q2	$21.1M	Buy	+438,121	New	+$21.1M	2.26%	10
2018 Q3	–	Sell	-272	Closed	-$13K	–	452
2018 Q2	$13K	Sell	272 -7,035	-96%	-$335K	﹤0.01%	584
2018 Q1	$348K	Sell	7,307 -972	-12%	-$46.9K	0.04%	155
2017 Q4	$402K	Buy	8,279 +606	+8%	+$29.5K	0.05%	173
2017 Q3	$376K	Buy	7,673 +2,069	+37%	+$102K	0.04%	171
2017 Q2	$275K	Buy	5,604 +302	+6%	+$14.9K	0.03%	164
2017 Q1	$259K	Buy	+5,302	New	+$258K	0.03%	165

Other funds holding HYLS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

RWA Wealth Partners's HYLS Position: Q2 2022 in Review

RWA Wealth Partners sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2022, closing a stake of 173,698 shares — an estimated $7.95M sold.

RWA Wealth Partners first reported a position in HYLS in Q1 2017 and held it in 16 quarters. The position peaked at $21.8M in Q4 2019. 206 funds tracked by Wall St. Rank hold HYLS as of Q2 2022.

RWA Wealth Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2022 after selling out during the quarter.
RWA Wealth Partners sold 173,698 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2022, an estimated $7.95M.
RWA Wealth Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2017 and held it in 16 quarters.
RWA Wealth Partners's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $21.8M in Q4 2019.
206 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2022.

Based on RWA Wealth Partners's 13F filing for Q2 2022, filed 14 Jul 2022.