Stiles Financial Services’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Stiles Financial Services’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
2023 Q1	–	Sell	-6,142	Closed	-$299K	–	187
2022 Q4	$299K	Buy	+6,142	New	+$242K	0.17%	134

Other funds holding HYLS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Stiles Financial Services's HYLS Position: Q1 2023 in Review

Stiles Financial Services sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2023, closing a stake of 6,142 shares — an estimated $299K sold.

Stiles Financial Services first reported a position in HYLS in Q4 2022 and held it in 1 quarter. The position peaked at $299K in Q4 2022. 204 funds tracked by Wall St. Rank hold HYLS as of Q1 2023.

Stiles Financial Services reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2023 after selling out during the quarter.
Stiles Financial Services sold 6,142 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2023, an estimated $299K.
Stiles Financial Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2022 and held it in 1 quarter.
Stiles Financial Services's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $299K in Q4 2022.
204 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2023.

Based on Stiles Financial Services's 13F filing for Q1 2023, filed 11 May 2023.