SignalPoint Asset Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

SignalPoint Asset Management’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
2017 Q3	–	Sell	-19,217	Closed	-$945K	–	204
2017 Q2	$945K	Hold	19,217	–	–	0.26%	92
2017 Q1	$939K	Hold	19,217	–	–	0.26%	94
2016 Q4	$927K	Buy	19,217 +4,500	+31%	+$217K	0.24%	95
2016 Q3	$716K	Buy	14,717 +1,554	+12%	+$75.4K	0.19%	98
2016 Q2	$627K	Buy	+13,163	New	+$628K	0.26%	73

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

ACM

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

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

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

JCM

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

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

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

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

SignalPoint Asset Management's HYLS Position: Q3 2017 in Review

SignalPoint Asset Management sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2017, closing a stake of 19,217 shares — an estimated $945K sold.

SignalPoint Asset Management first reported a position in HYLS in Q2 2016 and held it in 5 quarters. The position peaked at $945K in Q2 2017. 97 funds tracked by Wall St. Rank hold HYLS as of Q3 2017.

SignalPoint Asset Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2017 after selling out during the quarter.
SignalPoint Asset Management sold 19,217 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2017, an estimated $945K.
SignalPoint Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2016 and held it in 5 quarters.
SignalPoint Asset Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $945K in Q2 2017.
97 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2017.

Based on SignalPoint Asset Management's 13F filing for Q3 2017, filed 31 Oct 2017.