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

Sanchez Wealth Management 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
2018 Q3	–	Sell	-13,107	Closed	-$617K	–	24
2018 Q2	$617K	Buy	13,107 +412	+3%	+$19.6K	0.58%	15
2018 Q1	$604K	Sell	12,695 -2,008	-14%	-$96.8K	0.61%	15
2017 Q4	$720K	Buy	+14,703	New	+$716K	0.74%	13

Other funds holding HYLS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWMS

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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

Sanchez Wealth Management Group's HYLS Position: Q3 2018 in Review

Sanchez Wealth Management Group sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2018, closing a stake of 13,107 shares — an estimated $617K sold.

Sanchez Wealth Management Group first reported a position in HYLS in Q4 2017 and held it in 3 quarters. The position peaked at $720K in Q4 2017. 131 funds tracked by Wall St. Rank hold HYLS as of Q3 2018.

Sanchez Wealth Management Group reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2018 after selling out during the quarter.
Sanchez Wealth Management Group sold 13,107 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2018, an estimated $617K.
Sanchez Wealth Management Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2017 and held it in 3 quarters.
Sanchez Wealth Management Group's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $720K in Q4 2017.
131 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2018.

Based on Sanchez Wealth Management Group's 13F filing for Q3 2018, filed 13 Nov 2018.