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

Summit Financial’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 Q2	$258K	Sell	6,347 -218	-3%	-$8.91K	﹤0.01%	1403
2026 Q1	$266K	Sell	6,565 -2,806	-30%	-$116K	﹤0.01%	1236
2025 Q4	$392K	Sell	9,371 -4,646	-33%	-$194K	0.01%	967
2025 Q3	$589K	Sell	14,017 -4,894	-26%	-$205K	0.01%	839
2025 Q2	$791K	Sell	18,911 -20,978	-53%	-$863K	0.02%	462
2025 Q1	$1.64M	Buy	+39,889	New	+$1.65M	0.05%	290

Other funds holding HYLS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Summit Financial's HYLS Position: Q2 2026 in Review

Summit Financial reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 3.3% in Q2 2026, selling an estimated $8.91K and leaving 6,347 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Summit Financial first reported a position in HYLS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.64M in Q1 2025. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Summit Financial held 6,347 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $258K as of Q2 2026.
Summit Financial sold 218 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $8.91K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1403 holding.
Summit Financial first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2025 and has held it in 6 quarters since.
Summit Financial's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $1.64M in Q1 2025.
215 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.