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

Teamwork Financial Advisors’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
2022 Q4	–	Sell	-5,311	Closed	-$204K	–	205
2022 Q3	$204K	Buy	+5,311	New	+$216K	0.04%	193
2021 Q3	–	Sell	-5,787	Closed	-$281K	–	275
2021 Q2	$281K	Sell	5,787 -145	-2%	-$7.05K	0.06%	206
2021 Q1	$289K	Sell	5,932 -187	-3%	-$9.13K	0.07%	190
2020 Q4	$298K	Buy	6,119 +1,373	+29%	+$66K	0.07%	166
2020 Q3	$224K	Buy	4,746 +344	+8%	+$16.3K	0.07%	167
2020 Q2	$202K	Buy	+4,402	New	+$200K	0.07%	178
2020 Q1	–	Sell	-5,806	Closed	-$283K	–	124
2019 Q4	$283K	Buy	+5,806	New	+$280K	0.17%	94

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

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

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

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Teamwork Financial Advisors's HYLS Position: Q4 2022 in Review

Teamwork Financial Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q4 2022, closing a stake of 5,311 shares — an estimated $204K sold.

Teamwork Financial Advisors first reported a position in HYLS in Q4 2019 and held it in 7 quarters. The position peaked at $298K in Q4 2020. 220 funds tracked by Wall St. Rank hold HYLS as of Q4 2022.

Teamwork Financial Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q4 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 5,311 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2022, an estimated $204K.
Teamwork Financial Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2019 and held it in 7 quarters.
Teamwork Financial Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $298K in Q4 2020.
220 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2022.

Based on Teamwork Financial Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.