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

Summit Wealth Partners’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
2020 Q2	–	Sell	-6,111	Closed	-$257K	–	144
2020 Q1	$257K	Sell	6,111 -4,993	-45%	-$234K	0.1%	94
2019 Q4	$542K	Buy	+11,104	New	+$536K	0.19%	60

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Summit Wealth Partners's HYLS Position: Q2 2020 in Review

Summit Wealth Partners sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2020, closing a stake of 6,111 shares — an estimated $257K sold.

Summit Wealth Partners first reported a position in HYLS in Q4 2019 and held it in 2 quarters. The position peaked at $542K in Q4 2019. 163 funds tracked by Wall St. Rank hold HYLS as of Q2 2020.

Summit Wealth Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2020 after selling out during the quarter.
Summit Wealth Partners sold 6,111 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2020, an estimated $257K.
Summit Wealth Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2019 and held it in 2 quarters.
Summit Wealth Partners's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $542K in Q4 2019.
163 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2020.

Based on Summit Wealth Partners's 13F filing for Q2 2020, filed 10 Sep 2024.