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

TAP Consulting’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
2024 Q4	$3.01M	Buy	72,808 +21,372	+42%	+$891K	0.62%	47
2024 Q3	$2.16M	Buy	51,436 +937	+2%	+$38.8K	0.42%	67
2024 Q2	$2.05M	Buy	50,499 +2,523	+5%	+$103K	0.43%	69
2024 Q1	$1.98M	Buy	47,976 +640	+1%	+$26.4K	0.44%	67
2023 Q4	$1.97M	Buy	+47,336	New	+$1.88M	0.47%	54

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

TAP Consulting's HYLS Position: Q4 2024 in Review

TAP Consulting increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 42% in Q4 2024, buying an estimated $891K and bringing the position to 72,808 shares worth $3.01M. The position accounts for 0.62% of the portfolio, ranked #47.

TAP Consulting first reported a position in HYLS in Q4 2023 and has held it in 5 quarters since. 234 funds tracked by Wall St. Rank hold HYLS as of Q4 2024.

TAP Consulting held 72,808 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $3.01M as of Q4 2024.
TAP Consulting bought 21,372 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2024, an estimated $891K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.62% of TAP Consulting's portfolio in Q4 2024, its #47 holding.
TAP Consulting first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2023 and has held it in 5 quarters since.
234 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.