SW
HYLS icon

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

SteelPeak 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
2025
Q4 		– Sell
-7,450
Closed -$313K – 589
2025
Q3 		$313K Sell
7,450
-750
-9% -$31.4K 0.01% 451
2025
Q2 		$343K Sell
8,200
-2,200
-21% -$90.5K 0.01% 401
2025
Q1 		$427K Sell
10,400
-5,400
-34% -$224K 0.02% 367
2024
Q4 		$653K Buy
15,800
+400
+3% +$16.7K 0.03% 306
2024
Q3 		$646K Buy
15,400
+9,100
+144% +$376K 0.03% 277
2024
Q2 		$256K Buy
+6,300
New +$256K 0.01% 418
2023
Q1 		– Sell
-18,793
Closed -$732K – 417
2022
Q4 		$732K Buy
+18,793
New +$739K 0.05% 199
2021
Q1 		– Sell
-4,923
Closed -$240K – 388
2020
Q4 		$240K Buy
+4,923
New +$237K 0.02% 286
2020
Q1 		– Sell
-6,500
Closed -$317K – 269
2019
Q4 		$317K Buy
+6,500
New +$314K 0.04% 196

Other funds holding HYLS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

SteelPeak Wealth's HYLS Position: Q4 2025 in Review

SteelPeak Wealth sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q4 2025, closing a stake of 7,450 shares — an estimated $313K sold.

SteelPeak Wealth first reported a position in HYLS in Q4 2019 and held it in 9 quarters. The position peaked at $732K in Q4 2022. 221 funds tracked by Wall St. Rank hold HYLS as of Q4 2025.

  • SteelPeak Wealth reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q4 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 7,450 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2025, an estimated $313K.
  • SteelPeak 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 9 quarters.
  • SteelPeak Wealth's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $732K in Q4 2022.
  • 221 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.