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

SkyOak Wealth’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
2022 Q2	–	Sell	-4,410	Closed	-$202K	–	235
2022 Q1	$202K	Hold	4,410	–	–	0.06%	225
2021 Q4	$211K	Hold	4,410	–	–	0.05%	225
2021 Q3	$213K	Hold	4,410	–	–	0.06%	211
2021 Q2	$214K	Sell	4,410 -200	-4%	-$9.72K	0.06%	214
2021 Q1	$224K	Sell	4,610 -8,120	-64%	-$397K	0.06%	204
2020 Q4	$620K	Sell	12,730 -350	-3%	-$16.8K	0.19%	117
2020 Q3	$617K	Hold	13,080	–	–	0.22%	103
2020 Q2	$599K	Sell	13,080 -1,041	-7%	-$47.3K	0.22%	107
2020 Q1	$593K	Hold	14,121	–	–	0.3%	78
2019 Q4	$689K	Buy	+14,121	New	+$682K	0.21%	108

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

OCM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

SkyOak Wealth's HYLS Position: Q2 2022 in Review

SkyOak Wealth sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2022, closing a stake of 4,410 shares — an estimated $202K sold.

SkyOak Wealth first reported a position in HYLS in Q4 2019 and held it in 10 quarters. The position peaked at $689K in Q4 2019. 206 funds tracked by Wall St. Rank hold HYLS as of Q2 2022.

SkyOak Wealth reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2022 after selling out during the quarter.
SkyOak Wealth sold 4,410 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2022, an estimated $202K.
SkyOak Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2019 and held it in 10 quarters.
SkyOak Wealth's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $689K in Q4 2019.
206 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2022.

Based on SkyOak Wealth's 13F filing for Q2 2022, filed 26 Jul 2022.