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

Stratos Wealth 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
2023 Q1	–	Sell	-14,430	Closed	-$562K	–	610
2022 Q4	$562K	Buy	14,430 +4,032	+39%	+$159K	0.05%	378
2022 Q3	$398K	Hold	10,398	–	–	0.04%	387
2022 Q2	$407K	Sell	10,398 -500	-5%	-$21.2K	0.04%	394
2022 Q1	$499K	Sell	10,898 -5,857	-35%	-$271K	0.04%	375
2021 Q4	$802K	Sell	16,755 -465	-3%	-$22.2K	0.06%	316
2021 Q3	$830K	Sell	17,220 -488	-3%	-$23.6K	0.07%	281
2021 Q2	$859K	Sell	17,708 -159	-0.9%	-$7.73K	0.08%	264
2021 Q1	$869K	Buy	17,867 +3,791	+27%	+$185K	0.09%	235
2020 Q4	$686K	Buy	14,076 +1,248	+10%	+$60K	0.09%	208
2020 Q3	$605K	Buy	12,828 +1,418	+12%	+$67K	0.15%	154
2020 Q2	$523K	Buy	+11,410	New	+$518K	0.16%	140

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

Stratos Wealth Advisors's HYLS Position: Q1 2023 in Review

Stratos Wealth Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2023, closing a stake of 14,430 shares — an estimated $562K sold.

Stratos Wealth Advisors first reported a position in HYLS in Q2 2020 and held it in 11 quarters. The position peaked at $869K in Q1 2021. 204 funds tracked by Wall St. Rank hold HYLS as of Q1 2023.

Stratos Wealth Advisors 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.
Stratos Wealth Advisors sold 14,430 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2023, an estimated $562K.
Stratos Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2020 and held it in 11 quarters.
Stratos Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $869K in Q1 2021.
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 Stratos Wealth Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.