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

Sunbelt Securities’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	$260K	Buy	6,405 +3	+0%	+$124	0.02%	566
2025 Q4	$268K	Buy	6,402 +3	+0%	+$125	0.02%	559
2025 Q3	$269K	Sell	6,399 -26	-0.4%	-$1.09K	0.02%	558
2025 Q2	$266K	Buy	6,425 +66	+1%	+$2.72K	0.02%	513
2025 Q1	$261K	Sell	6,359 -65	-1%	-$2.69K	0.02%	488
2024 Q4	$265K	Sell	6,424 -1,279	-17%	-$53.3K	0.02%	513
2024 Q3	$323K	Buy	7,703 +8	+0.1%	+$331	0.03%	461
2024 Q2	$313K	Sell	7,695 -284	-4%	-$11.5K	0.03%	450
2024 Q1	$329K	Buy	7,979 +11	+0.1%	+$453	0.04%	412
2023 Q4	$331K	Sell	7,968 -70	-0.9%	-$2.79K	0.04%	389
2023 Q3	$315K	Buy	8,038 +10	+0.1%	+$397	0.04%	395
2023 Q2	$318K	Sell	8,028 -53	-0.7%	-$2.1K	0.05%	378
2023 Q1	$318K	Buy	8,081 +3	+0%	+$119	0.05%	337
2022 Q4	$315K	Buy	8,078 +4	+0%	+$157	0.06%	339
2022 Q3	$309K	Buy	8,074 +5	+0.1%	+$203	0.07%	315
2022 Q2	$316K	Buy	8,069 +6	+0.1%	+$254	0.07%	327
2022 Q1	$369K	Buy	8,063 +1	+0%	+$46	0.07%	315
2021 Q4	$376K	Sell	8,062 -187	-2%	-$8.94K	0.06%	321
2021 Q3	$400K	Hold	8,249	–	–	0.07%	295
2021 Q2	$400K	Buy	8,249 +994	+14%	+$48.3K	0.07%	295
2021 Q1	$353K	Buy	7,255 +134	+2%	+$6.54K	0.07%	305
2020 Q4	$347K	Buy	7,121 +572	+9%	+$27.5K	0.07%	285
2020 Q3	$309K	Buy	6,549 +673	+11%	+$31.8K	0.09%	252
2020 Q2	$269K	Buy	5,876 +60	+1%	+$2.73K	0.09%	239
2020 Q1	$244K	Buy	5,816 +205	+4%	+$9.59K	0.01%	324
2019 Q4	$274K	Hold	5,611	–	–	0.03%	467
2019 Q3	$271K	Hold	5,611	–	–	0.03%	436
2019 Q2	$270K	Buy	5,611 +159	+3%	+$7.64K	0.12%	214
2019 Q1	$261K	Hold	5,452	–	–	0.13%	190
2018 Q4	$245K	Hold	5,452	–	–	0.14%	180
2018 Q3	$261K	Buy	5,452 +773	+17%	+$36.8K	0.14%	177
2018 Q2	$220K	Hold	4,679	–	–	0.13%	194
2018 Q1	$223K	Hold	4,679	–	–	0.2%	165
2017 Q4	$227K	Buy	+4,679	New	+$228K	0.22%	153

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

KFP

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

Sunbelt Securities's HYLS Position: Q1 2026 in Review

Sunbelt Securities increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 0.05% in Q1 2026, buying an estimated $124 and bringing the position to 6,405 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #566.

Sunbelt Securities first reported a position in HYLS in Q4 2017 and has held it in 34 quarters since. The position peaked at $400K in Q3 2021. 221 funds tracked by Wall St. Rank hold HYLS as of Q1 2026.

Sunbelt Securities held 6,405 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $260K as of Q1 2026.
Sunbelt Securities bought 3 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2026, an estimated $124.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #566 holding.
Sunbelt Securities first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2017 and has held it in 34 quarters since.
Sunbelt Securities's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $400K in Q3 2021.
221 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 Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.