Sumitomo Mitsui Trust Group’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Sumitomo Mitsui Trust Group’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
2018 Q2	–	Sell	-8,985	Closed	-$428K	–	910
2018 Q1	$428K	Buy	8,985 +550	+7%	+$26.5K	﹤0.01%	849
2017 Q4	$410K	Buy	8,435 +2,550	+43%	+$124K	﹤0.01%	860
2017 Q3	$289K	Buy	+5,885	New	+$290K	﹤0.01%	879

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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

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

AWMS

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

JCM

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

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

Sumitomo Mitsui Trust Group's HYLS Position: Q2 2018 in Review

Sumitomo Mitsui Trust Group sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2018, closing a stake of 8,985 shares — an estimated $428K sold.

Sumitomo Mitsui Trust Group first reported a position in HYLS in Q3 2017 and held it in 3 quarters. The position peaked at $428K in Q1 2018. 127 funds tracked by Wall St. Rank hold HYLS as of Q2 2018.

Sumitomo Mitsui Trust Group reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2018 after selling out during the quarter.
Sumitomo Mitsui Trust Group sold 8,985 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2018, an estimated $428K.
Sumitomo Mitsui Trust Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2017 and held it in 3 quarters.
Sumitomo Mitsui Trust Group's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $428K in Q1 2018.
127 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2018.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2018, filed 1 Aug 2018.