Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Steward Partners Investment Advisory’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
Q2 		$181K Sell
4,462
-249
-5% -$10.2K ﹤0.01% 2280
2026
Q1 		$191K Sell
4,711
-7
-0.1% -$289 ﹤0.01% 2044
2025
Q4 		$197K Buy
4,718
+676
+17% +$28.3K ﹤0.01% 1940
2025
Q3 		$170K Sell
4,042
-25
-0.6% -$1.05K ﹤0.01% 1947
2025
Q2 		$170K Sell
4,067
-246
-6% -$10.1K ﹤0.01% 1833
2025
Q1 		$177K Buy
4,313
+992
+30% +$41.1K ﹤0.01% 1710
2024
Q4 		$137K Sell
3,321
-188
-5% -$7.84K ﹤0.01% 1813
2024
Q3 		$147K Buy
3,509
+1,159
+49% +$48K ﹤0.01% 1678
2024
Q2 		$95.5K Sell
2,350
-2,086
-47% -$84.8K ﹤0.01% 1805
2024
Q1 		$183K Buy
4,436
+1,321
+42% +$54.4K ﹤0.01% 1474
2023
Q4 		$129K Sell
3,115
-197
-6% -$7.84K ﹤0.01% 1567
2023
Q3 		$130K Hold
3,312
– – ﹤0.01% 1456
2023
Q2 		$131K Hold
3,312
– – ﹤0.01% 1455
2023
Q1 		$132K Buy
3,312
+1,270
+62% +$50.6K ﹤0.01% 1473
2022
Q4 		$79.5K Buy
2,042
+68
+3% +$2.67K ﹤0.01% 1642
2022
Q3 		$76K Buy
1,974
+770
+64% +$31.3K ﹤0.01% 1606
2022
Q2 		$47K Sell
1,204
-1,045
-46% -$44.3K ﹤0.01% 1838
2022
Q1 		$103K Buy
2,249
+302
+16% +$14K ﹤0.01% 1598
2021
Q4 		$93K Buy
1,947
+965
+98% +$46.1K ﹤0.01% 1632
2021
Q3 		$47K Buy
982
+182
+23% +$8.8K ﹤0.01% 1929
2021
Q2 		$39K Hold
800
– – ﹤0.01% 3816
2021
Q1 		$38.9K Buy
800
+168
+27% +$8.2K ﹤0.01% 2114
2020
Q4 		$31K Buy
632
+190
+43% +$9.14K ﹤0.01% 1890
2020
Q3 		$21K Hold
442
– – ﹤0.01% 1879
2020
Q2 		$20K Sell
442
-400
-48% -$18.2K ﹤0.01% 1773
2020
Q1 		$35K Buy
842
+500
+146% +$23.4K ﹤0.01% 1394
2019
Q4 		$16K Hold
342
– – ﹤0.01% 1835
2019
Q3 		$16K Buy
342
+23
+7% +$1.11K ﹤0.01% 1804
2019
Q2 		$15K Buy
+319
New +$15.3K ﹤0.01% 1811
2018
Q4 		– Sell
-4,948
Closed -$236K – 1383
2018
Q3 		$236K Buy
4,948
+361
+8% +$17.2K 0.01% 682
2018
Q2 		$216K Buy
4,587
+104
+2% +$4.95K 0.01% 639
2018
Q1 		$213K Buy
4,483
+764
+21% +$36.8K 0.01% 606
2017
Q4 		$180K Buy
3,719
+3,675
+8,352% +$179K 0.01% 537
2017
Q3 		$2K Buy
+44
New +$2.17K ﹤0.01% 1497

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
KFP
KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return
&Partners
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Steward Partners Investment Advisory's HYLS Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 5.3% in Q2 2026, selling an estimated $10.2K and leaving 4,462 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #2280.

Steward Partners Investment Advisory first reported a position in HYLS in Q3 2017 and has held it in 34 quarters since. The position peaked at $236K in Q3 2018. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

  • Steward Partners Investment Advisory held 4,462 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $181K as of Q2 2026.
  • Steward Partners Investment Advisory sold 249 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $10.2K.
  • First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2280 holding.
  • Steward Partners Investment Advisory first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2017 and has held it in 34 quarters since.
  • Steward Partners Investment Advisory's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $236K in Q3 2018.
  • 215 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.