Sowell Financial Services’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Sowell Financial Services’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	-3,329	Closed	-$162K	–	1509
2021 Q1	$162K	Sell	3,329 -126	-4%	-$6.15K	0.01%	1156
2020 Q4	$168K	Buy	3,455 +364	+12%	+$17.5K	0.01%	917
2020 Q3	$146K	Buy	3,091 +144	+5%	+$6.8K	0.01%	840
2020 Q2	$135K	Sell	2,947 -605	-17%	-$27.5K	0.01%	870
2020 Q1	$149K	Buy	3,552 +1,698	+92%	+$79.4K	0.01%	734
2019 Q4	$90K	Buy	1,854 +11	+0.6%	+$531	0.01%	952
2019 Q3	$89K	Buy	+1,843	New	+$88.8K	0.01%	862
2017 Q2	–	Sell	-4,176	Closed	-$206K	–	268
2017 Q1	$206K	Buy	4,176 +3,732	+841%	+$182K	0.06%	233
2016 Q4	$22K	Buy	+444	New	+$21.4K	0.01%	414

Other funds holding HYLS

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Sowell Financial Services's HYLS Position: Q2 2021 in Review

Sowell Financial Services sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2021, closing a stake of 3,329 shares — an estimated $162K sold.

Sowell Financial Services first reported a position in HYLS in Q4 2016 and held it in 9 quarters. The position peaked at $206K in Q1 2017. 200 funds tracked by Wall St. Rank hold HYLS as of Q2 2021.

Sowell Financial Services 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.
Sowell Financial Services sold 3,329 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2021, an estimated $162K.
Sowell Financial Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2016 and held it in 9 quarters.
Sowell Financial Services's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $206K in Q1 2017.
200 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 Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.