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

Strategic Financial Partners’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 Q1	$1.6M	Buy	39,512 +705	+2%	+$29.1K	0.69%	29
2025 Q4	$1.62M	Sell	38,807 -1,741	-4%	-$72.8K	0.7%	29
2025 Q3	$1.71M	Buy	40,548 +1,003	+3%	+$42K	0.78%	28
2025 Q2	$1.65M	Buy	39,545 +177	+0.4%	+$7.28K	0.77%	28
2025 Q1	$1.62M	Buy	39,368 +2,430	+7%	+$101K	0.85%	21
2024 Q4	$1.53M	Sell	36,938 -120	-0.3%	-$5K	0.78%	27
2024 Q3	$1.55M	Buy	37,058 +2,294	+7%	+$94.9K	0.79%	26
2024 Q2	$1.41M	Sell	34,764 -3,326	-9%	-$135K	0.78%	23
2024 Q1	$1.57M	Buy	38,090 +7,562	+25%	+$311K	0.87%	22
2023 Q4	$1.27M	Sell	30,528 -42	-0.1%	-$1.67K	0.74%	22
2023 Q3	$1.2M	Buy	30,570 +249	+0.8%	+$9.87K	0.73%	23
2023 Q2	$1.2M	Buy	30,321 +112	+0.4%	+$4.43K	0.68%	25
2023 Q1	$1.2M	Buy	30,209 +986	+3%	+$39.3K	0.74%	24
2022 Q4	$1.14M	Buy	29,223 +22	+0.1%	+$866	0.69%	23
2022 Q3	$1.12M	Sell	29,201 -4,427	-13%	-$180K	0.71%	19
2022 Q2	$1.32M	Sell	33,628 -34	-0.1%	-$1.44K	0.77%	18
2022 Q1	$1.54M	Buy	33,662 +1,672	+5%	+$77.4K	0.78%	18
2021 Q4	$1.53M	Sell	31,990 -1,132	-3%	-$54.1K	0.75%	19
2021 Q3	$1.6M	Buy	33,122 +1,686	+5%	+$81.5K	0.86%	18
2021 Q2	$1.52M	Buy	31,436 +758	+2%	+$36.9K	0.84%	18
2021 Q1	$1.49M	Buy	30,678 +2,351	+8%	+$115K	0.89%	18
2020 Q4	$1.38M	Buy	28,327 +286	+1%	+$13.8K	0.9%	19
2020 Q3	$1.32M	Buy	28,041 +1,309	+5%	+$61.9K	1.04%	18
2020 Q2	$1.23M	Sell	26,732 -234	-0.9%	-$10.6K	1.02%	18
2020 Q1	$1.13M	Buy	26,966 +7,791	+41%	+$365K	1.2%	16
2019 Q4	$936K	Buy	+19,175	New	+$926K	0.77%	26

Other funds holding HYLS

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

&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

Strategic Financial Partners's HYLS Position: Q1 2026 in Review

Strategic Financial Partners increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 1.8% in Q1 2026, buying an estimated $29.1K and bringing the position to 39,512 shares worth $1.6M. The position accounts for 0.69% of the portfolio, ranked #29.

Strategic Financial Partners first reported a position in HYLS in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.71M in Q3 2025. 219 funds tracked by Wall St. Rank hold HYLS as of Q1 2026.

Strategic Financial Partners held 39,512 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $1.6M as of Q1 2026.
Strategic Financial Partners bought 705 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2026, an estimated $29.1K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.69% of Strategic Financial Partners's portfolio in Q1 2026, its #29 holding.
Strategic Financial Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2019 and has held it in 26 quarters since.
Strategic Financial Partners's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $1.71M in Q3 2025.
219 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.