Steward Partners Investment Advisory’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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170K | Sell |
4,067
-246
| -6% | -$10.3K | ﹤0.01% | 1833 |
|
|
2025
Q1 | $177K | Buy |
4,313
+992
| +30% | +$40.7K | ﹤0.01% | 1710 |
|
|
2024
Q4 | $137K | Sell |
3,321
-188
| -5% | -$7.77K | ﹤0.01% | 1813 |
|
|
2024
Q3 | $147K | Buy |
3,509
+1,159
| +49% | +$48.6K | ﹤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% | +$54.5K | ﹤0.01% | 1474 |
|
|
2023
Q4 | $129K | Sell |
3,115
-197
| -6% | -$8.19K | ﹤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% | +$50.5K | ﹤0.01% | 1473 |
|
|
2022
Q4 | $79.5K | Buy |
2,042
+68
| +3% | +$2.65K | ﹤0.01% | 1642 |
|
|
2022
Q3 | $76K | Buy |
1,974
+770
| +64% | +$29.6K | ﹤0.01% | 1606 |
|
|
2022
Q2 | $47K | Sell |
1,204
-1,045
| -46% | -$40.8K | ﹤0.01% | 1838 |
|
|
2022
Q1 | $103K | Buy |
2,249
+302
| +16% | +$13.8K | ﹤0.01% | 1598 |
|
|
2021
Q4 | $93K | Buy |
1,947
+965
| +98% | +$46.1K | ﹤0.01% | 1632 |
|
|
2021
Q3 | $47K | Buy |
982
+182
| +23% | +$8.71K | ﹤0.01% | 1929 |
|
|
2021
Q2 | $39K | Hold |
800
| – | – | ﹤0.01% | 3814 |
|
|
2021
Q1 | $38.9K | Buy |
800
+168
| +27% | +$8.17K | ﹤0.01% | 2114 |
|
|
2020
Q4 | $31K | Buy |
632
+190
| +43% | +$9.32K | ﹤0.01% | 1890 |
|
|
2020
Q3 | $21K | Hold |
442
| – | – | ﹤0.01% | 1879 |
|
|
2020
Q2 | $20K | Sell |
442
-400
| -48% | -$18.1K | ﹤0.01% | 1773 |
|
|
2020
Q1 | $35K | Buy |
842
+500
| +146% | +$20.8K | ﹤0.01% | 1394 |
|
|
2019
Q4 | $16K | Hold |
342
| – | – | ﹤0.01% | 1835 |
|
|
2019
Q3 | $16K | Buy |
342
+23
| +7% | +$1.08K | ﹤0.01% | 1804 |
|
|
2019
Q2 | $15K | Buy |
+319
| New | +$15K | ﹤0.01% | 1811 |
|
|
2018
Q4 | – | Sell |
-4,948
| Closed | -$236K | – | 1384 |
|
|
2018
Q3 | $236K | Buy |
4,948
+361
| +8% | +$17.2K | 0.01% | 682 |
|
|
2018
Q2 | $216K | Buy |
4,587
+104
| +2% | +$4.9K | 0.01% | 639 |
|
|
2018
Q1 | $213K | Buy |
4,483
+764
| +21% | +$36.3K | 0.01% | 606 |
|
|
2017
Q4 | $180K | Buy |
3,719
+3,675
| +8,352% | +$178K | 0.01% | 537 |
|
|
2017
Q3 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 1497 |
|