Spire Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
47,706
+17,079
| +56% | +$714K | 0.07% | 228 |
|
|
2025
Q1 | $1.26M | Buy |
30,627
+1,524
| +5% | +$62.5K | 0.04% | 352 |
|
|
2024
Q4 | $1.2M | Buy |
29,103
+3,883
| +15% | +$160K | 0.04% | 348 |
|
|
2024
Q3 | $1.06M | Sell |
25,220
-5,743
| -19% | -$241K | 0.04% | 366 |
|
|
2024
Q2 | $1.26M | Sell |
30,963
-1,703
| -5% | -$69.2K | 0.04% | 298 |
|
|
2024
Q1 | $1.35M | Sell |
32,666
-1,061
| -3% | -$43.7K | 0.02% | 307 |
|
|
2023
Q4 | $1.39M | Sell |
33,727
-4,080
| -11% | -$168K | 0.05% | 290 |
|
|
2023
Q3 | $1.48M | Sell |
37,807
-20,926
| -36% | -$821K | 0.06% | 259 |
|
|
2023
Q2 | $2.33M | Buy |
58,733
+33,105
| +129% | +$1.31M | 0.09% | 213 |
|
|
2023
Q1 | $1.02M | Buy |
25,628
+23,000
| +875% | +$914K | 0.04% | 337 |
|
|
2022
Q4 | $102K | Buy |
2,628
+2,309
| +724% | +$89.6K | 0.01% | 734 |
|
|
2022
Q3 | $12K | Sell |
319
-37,984
| -99% | -$1.43M | ﹤0.01% | 1506 |
|
|
2022
Q2 | $1.5M | Buy |
38,303
+31,221
| +441% | +$1.22M | 0.06% | 249 |
|
|
2022
Q1 | $324K | Sell |
7,082
-32,198
| -82% | -$1.47M | 0.01% | 704 |
|
|
2021
Q4 | $1.88M | Buy |
39,280
+577
| +1% | +$27.6K | 0.04% | 321 |
|
|
2021
Q3 | $1.87M | Buy |
38,703
+1,089
| +3% | +$52.5K | 0.05% | 294 |
|
|
2021
Q2 | $1.83M | Buy |
37,614
+777
| +2% | +$37.7K | 0.05% | 309 |
|
|
2021
Q1 | $1.79M | Buy |
+36,837
| New | +$1.79M | 0.05% | 305 |
|