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

Sun 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 Q1	$1.48M	Buy	35,998 +497	+1%	+$20.5K	0.74%	44
2025 Q4	$1.49M	Buy	+35,501	New	+$1.49M	0.83%	29

Other funds holding HYLS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

KFP

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

Sun Financial's HYLS Position: Q1 2026 in Review

Sun Financial increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 1.4% in Q1 2026, buying an estimated $20.5K and bringing the position to 35,998 shares worth $1.48M. The position accounts for 0.74% of the portfolio, ranked #44.

Sun Financial first reported a position in HYLS in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.49M in Q4 2025. 219 funds tracked by Wall St. Rank hold HYLS as of Q1 2026.

Sun Financial held 35,998 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $1.48M as of Q1 2026.
Sun Financial bought 497 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2026, an estimated $20.5K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.74% of Sun Financial's portfolio in Q1 2026, its #44 holding.
Sun Financial first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2025 and has held it in 2 quarters since.
Sun Financial's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $1.49M in Q4 2025.
219 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.