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

Strategic Investment Advisors’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
2019 Q2	–	Sell	-9,332	Closed	-$446K	–	154
2019 Q1	$446K	Sell	9,332 -3,849	-29%	-$182K	0.31%	65
2018 Q4	$591K	Buy	+13,181	New	+$615K	0.53%	47

Other funds holding HYLS

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

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

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

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

Strategic Investment Advisors's HYLS Position: Q2 2019 in Review

Strategic Investment Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2019, closing a stake of 9,332 shares — an estimated $446K sold.

Strategic Investment Advisors first reported a position in HYLS in Q4 2018 and held it in 2 quarters. The position peaked at $591K in Q4 2018. 133 funds tracked by Wall St. Rank hold HYLS as of Q2 2019.

Strategic Investment Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2019 after selling out during the quarter.
Strategic Investment Advisors sold 9,332 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2019, an estimated $446K.
Strategic Investment Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2018 and held it in 2 quarters.
Strategic Investment Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $591K in Q4 2018.
133 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2019.

Based on Strategic Investment Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.