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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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return