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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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