Sigma Planning Corp’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Sigma Planning Corp’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 Q2	–	Sell	-6,314	Closed	-$259K	–	1285
2025 Q1	$259K	Buy	6,314 +1,098	+21%	+$45.5K	0.01%	1015
2024 Q4	$216K	Buy	+5,216	New	+$218K	0.01%	1063
2024 Q1	–	Sell	-36,987	Closed	-$1.54M	–	1236
2023 Q4	$1.54M	Sell	36,987 -109,832	-75%	-$4.37M	0.12%	184
2023 Q3	$5.76M	Sell	146,819 -24,474	-14%	-$970K	0.22%	86
2023 Q2	$6.79M	Buy	171,293 +14,606	+9%	+$578K	0.24%	75
2023 Q1	$6.23M	Buy	156,687 +111,343	+246%	+$4.43M	0.21%	107
2022 Q4	$1.77M	Sell	45,344 -20,302	-31%	-$799K	0.06%	311
2022 Q3	$2.52M	Buy	65,646 +36,528	+125%	+$1.49M	0.1%	211
2022 Q2	$1.14M	Buy	+29,118	New	+$1.23M	0.04%	420
2022 Q1	–	Sell	-5,428	Closed	-$260K	–	1424
2021 Q4	$260K	Sell	5,428 -6,266	-54%	-$300K	0.01%	1157
2021 Q3	$564K	Sell	11,694 -9,147	-44%	-$442K	0.02%	763
2021 Q2	$1.01M	Buy	20,841 +30	+0.1%	+$1.46K	0.03%	554
2021 Q1	$1.01M	Buy	20,811 +933	+5%	+$45.6K	0.03%	497
2020 Q4	$968K	Buy	19,878 +2,325	+13%	+$112K	0.03%	448
2020 Q3	$828K	Buy	17,553 +7,483	+74%	+$354K	0.03%	454
2020 Q2	$462K	Buy	10,070 +2,923	+41%	+$133K	0.02%	624
2020 Q1	$300K	Sell	7,147 -146	-2%	-$6.83K	0.02%	652
2019 Q4	$356K	Buy	7,293 +808	+12%	+$39K	0.02%	716
2019 Q3	$313K	Buy	6,485 +2,139	+49%	+$103K	0.02%	744
2019 Q2	$209K	Buy	+4,346	New	+$209K	0.01%	901
2019 Q1	–	Sell	-6,275	Closed	-$281K	–	965
2018 Q4	$281K	Buy	+6,275	New	+$293K	0.02%	623

Other funds holding HYLS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Sigma Planning Corp's HYLS Position: Q2 2025 in Review

Sigma Planning Corp sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2025, closing a stake of 6,314 shares — an estimated $259K sold.

Sigma Planning Corp first reported a position in HYLS in Q4 2018 and held it in 21 quarters. The position peaked at $6.79M in Q2 2023. 216 funds tracked by Wall St. Rank hold HYLS as of Q2 2025.

Sigma Planning Corp reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2025 after selling out during the quarter.
Sigma Planning Corp sold 6,314 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2025, an estimated $259K.
Sigma Planning Corp first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2018 and held it in 21 quarters.
Sigma Planning Corp's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $6.79M in Q2 2023.
216 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2025.

Based on Sigma Planning Corp's 13F filing for Q2 2025, filed 5 Aug 2025.