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

ShoreHaven 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
2025 Q1	–	Sell	-14,403	Closed	-$595K	–	90
2024 Q4	$595K	Buy	+14,403	New	+$601K	0.28%	56
2023 Q3	–	Sell	-75,650	Closed	-$3M	–	74
2023 Q2	$3M	Sell	75,650 -8,216	-10%	-$325K	2.01%	18
2023 Q1	$3.33M	Buy	83,866 +26,828	+47%	+$1.07M	2.34%	15
2022 Q4	$2.22M	Sell	57,038 -61,472	-52%	-$2.42M	1.57%	15
2022 Q3	$4.54M	Buy	118,510 +6,306	+6%	+$256K	3.47%	7
2022 Q2	$4.39M	Sell	112,204 -2,420	-2%	-$103K	3.15%	6
2022 Q1	$5.25M	Buy	114,624 +9,565	+9%	+$443K	2.77%	11
2021 Q4	$5.03M	Buy	105,059 +872	+0.8%	+$41.7K	2.49%	14
2021 Q3	$5.02M	Buy	104,187 +18,889	+22%	+$913K	2.62%	13
2021 Q2	$4.14M	Buy	85,298 +13,010	+18%	+$633K	2.22%	17
2021 Q1	$3.52M	Buy	72,288 +2,994	+4%	+$146K	1.91%	19
2020 Q4	$3.38M	Buy	+69,294	New	+$3.33M	1.89%	21

Other funds holding HYLS

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

ShoreHaven Wealth Partners's HYLS Position: Q1 2025 in Review

ShoreHaven Wealth Partners sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2025, closing a stake of 14,403 shares — an estimated $595K sold.

ShoreHaven Wealth Partners first reported a position in HYLS in Q4 2020 and held it in 12 quarters. The position peaked at $5.25M in Q1 2022. 222 funds tracked by Wall St. Rank hold HYLS as of Q1 2025.

ShoreHaven Wealth Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2025 after selling out during the quarter.
ShoreHaven Wealth Partners sold 14,403 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2025, an estimated $595K.
ShoreHaven Wealth Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2020 and held it in 12 quarters.
ShoreHaven Wealth Partners's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $5.25M in Q1 2022.
222 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2025.

Based on ShoreHaven Wealth Partners's 13F filing for Q1 2025, filed 6 May 2025.