Ten Capital Wealth Advisors’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Ten Capital Wealth 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
2023 Q2	$172K	Sell	4,344 -475	-10%	-$18.8K	0.05%	143
2023 Q1	$192K	Sell	4,819 -17,554	-78%	-$699K	0.06%	110
2022 Q4	$871K	Sell	22,373 -1,944	-8%	-$76.5K	0.35%	38
2022 Q3	$932K	Sell	24,317 -881	-3%	-$35.8K	0.42%	35
2022 Q2	$987K	Sell	25,198 -1,328	-5%	-$56.3K	0.43%	34
2022 Q1	$1.21M	Sell	26,526 -74,205	-74%	-$3.43M	0.51%	31
2021 Q4	$4.82M	Sell	100,731 -1,415	-1%	-$67.6K	1.97%	10
2021 Q3	$4.92M	Buy	102,146 +3,650	+4%	+$177K	2.3%	9
2021 Q2	$4.78M	Sell	98,496 -2,293	-2%	-$111K	1.08%	24
2021 Q1	$4.9M	Sell	100,789 -4,048	-4%	-$198K	1.2%	24
2020 Q4	$5.11M	Sell	104,837 -1,412	-1%	-$67.9K	1.43%	24
2020 Q3	$5.01M	Buy	+106,249	New	+$5.02M	1.69%	20

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

OCM

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

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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

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

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

Ten Capital Wealth Advisors's HYLS Position: Q2 2023 in Review

Ten Capital Wealth Advisors reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 9.9% in Q2 2023, selling an estimated $18.8K and leaving 4,344 shares worth $172K. The position accounts for 0.05% of the portfolio, ranked #143.

Ten Capital Wealth Advisors first reported a position in HYLS in Q3 2020 and has held it in 12 quarters since. The position peaked at $5.11M in Q4 2020. 211 funds tracked by Wall St. Rank hold HYLS as of Q2 2023.

Ten Capital Wealth Advisors held 4,344 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $172K as of Q2 2023.
Ten Capital Wealth Advisors sold 475 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2023, an estimated $18.8K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.05% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #143 holding.
Ten Capital Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2020 and has held it in 12 quarters since.
Ten Capital Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $5.11M in Q4 2020.
211 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.