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

Spire Wealth 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
2026 Q3	$1.7M	Sell	43,277 -399	-0.9%	-$16.2K	0.05%	297
2026 Q2	$1.78M	Sell	43,676 -5,028	-10%	-$206K	0.05%	294
2026 Q1	$1.98M	Sell	48,704 -1,076	-2%	-$44.5K	0.07%	262
2025 Q4	$2.08M	Sell	49,780 -672	-1%	-$28.1K	0.07%	245
2025 Q3	$2.12M	Buy	50,452 +2,746	+6%	+$115K	0.07%	224
2025 Q2	$1.99M	Buy	47,706 +17,079	+56%	+$703K	0.07%	228
2025 Q1	$1.26M	Buy	30,627 +1,524	+5%	+$63.2K	0.04%	352
2024 Q4	$1.2M	Buy	29,103 +3,883	+15%	+$162K	0.04%	348
2024 Q3	$1.06M	Sell	25,220 -5,743	-19%	-$238K	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%	-$162K	0.05%	290
2023 Q3	$1.48M	Sell	37,807 -20,926	-36%	-$830K	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%	+$916K	0.04%	337
2022 Q4	$102K	Buy	2,628 +2,309	+724%	+$90.8K	0.01%	734
2022 Q3	$12K	Sell	319 -37,984	-99%	-$1.54M	﹤0.01%	1507
2022 Q2	$1.5M	Buy	38,303 +31,221	+441%	+$1.32M	0.06%	249
2022 Q1	$324K	Sell	7,082 -32,198	-82%	-$1.49M	0.01%	704
2021 Q4	$1.88M	Buy	39,280 +577	+1%	+$27.6K	0.04%	321
2021 Q3	$1.86M	Buy	38,703 +1,089	+3%	+$52.7K	0.05%	294
2021 Q2	$1.82M	Buy	37,614 +777	+2%	+$37.8K	0.05%	309
2021 Q1	$1.79M	Buy	+36,837	New	+$1.8M	0.05%	305

Other funds holding HYLS

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Legacy Financial Independent Advisors Louisville, Kentucky $202M AUM

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Spire Wealth Management's HYLS Position: Q3 2026 in Review

Spire Wealth Management reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 0.91% in Q3 2026, selling an estimated $16.2K and leaving 43,277 shares worth $1.7M. The position accounts for 0.05% of the portfolio, ranked #297.

Spire Wealth Management first reported a position in HYLS in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.33M in Q2 2023. 103 funds tracked by Wall St. Rank hold HYLS as of Q3 2026.

Spire Wealth Management held 43,277 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $1.7M as of Q3 2026.
Spire Wealth Management sold 399 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2026, an estimated $16.2K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.05% of Spire Wealth Management's portfolio in Q3 2026, its #297 holding.
Spire Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2021 and has held it in 23 quarters since.
Spire Wealth Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $2.33M in Q2 2023.
103 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.