Simplicity Solutions’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Simplicity Solutions’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
2021 Q2	–	Sell	-9,443	Closed	-$459K	–	536
2021 Q1	$459K	Sell	9,443 -61,615	-87%	-$3.01M	0.1%	222
2020 Q4	$3.46M	Sell	71,058 -230,364	-76%	-$11.1M	0.05%	277
2020 Q3	$14.2M	Buy	301,422 +241,118	+400%	+$11.4M	0.26%	82
2020 Q2	$2.76M	Buy	60,304 +30,161	+100%	+$1.37M	0.05%	252
2020 Q1	$1.26M	Sell	30,143 -18,490	-38%	-$865K	0.04%	297
2019 Q4	$2.37M	Buy	48,633 +21,950	+82%	+$1.06M	0.07%	217
2019 Q3	$1.29M	Buy	26,683 +4,500	+20%	+$217K	0.05%	245
2019 Q2	$1.07M	Sell	22,183 -20,529	-48%	-$987K	0.05%	243
2019 Q1	$2.04M	Sell	42,712 -35,893	-46%	-$1.69M	0.12%	156
2018 Q4	$3.52M	Buy	78,605 +42,216	+116%	+$1.97M	0.46%	52
2018 Q3	$1.74M	Buy	36,389 +28,080	+338%	+$1.34M	0.1%	117
2018 Q2	$391K	Buy	+8,309	New	+$395K	0.03%	295
2018 Q1	–	Sell	-21,387	Closed	-$1.04M	–	389
2017 Q4	$1.04M	Buy	+21,387	New	+$1.04M	0.1%	130

Other funds holding HYLS

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Simplicity Solutions's HYLS Position: Q2 2021 in Review

Simplicity Solutions sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2021, closing a stake of 9,443 shares — an estimated $459K sold.

Simplicity Solutions first reported a position in HYLS in Q4 2017 and held it in 13 quarters. The position peaked at $14.2M in Q3 2020. 199 funds tracked by Wall St. Rank hold HYLS as of Q2 2021.

Simplicity Solutions reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2021 after selling out during the quarter.
Simplicity Solutions sold 9,443 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2021, an estimated $459K.
Simplicity Solutions first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2017 and held it in 13 quarters.
Simplicity Solutions's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $14.2M in Q3 2020.
199 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2021.

Based on Simplicity Solutions's 13F filing for Q2 2021, filed 1 Sep 2021.