Stratos Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-14,430
| Closed | -$562K | – | 610 |
|
2022
Q4 | $562K | Buy |
14,430
+4,032
| +39% | +$157K | 0.05% | 378 |
|
2022
Q3 | $398K | Hold |
10,398
| – | – | 0.04% | 387 |
|
2022
Q2 | $407K | Sell |
10,398
-500
| -5% | -$19.6K | 0.04% | 394 |
|
2022
Q1 | $499K | Sell |
10,898
-5,857
| -35% | -$268K | 0.04% | 375 |
|
2021
Q4 | $802K | Sell |
16,755
-465
| -3% | -$22.3K | 0.06% | 316 |
|
2021
Q3 | $830K | Sell |
17,220
-488
| -3% | -$23.5K | 0.07% | 281 |
|
2021
Q2 | $859K | Sell |
17,708
-159
| -0.9% | -$7.71K | 0.08% | 264 |
|
2021
Q1 | $869K | Buy |
17,867
+3,791
| +27% | +$184K | 0.09% | 235 |
|
2020
Q4 | $686K | Buy |
14,076
+1,248
| +10% | +$60.8K | 0.09% | 208 |
|
2020
Q3 | $605K | Buy |
12,828
+1,418
| +12% | +$66.9K | 0.15% | 154 |
|
2020
Q2 | $523K | Buy |
+11,410
| New | +$523K | 0.16% | 140 |
|