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

TFB 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
2024
Q4 		– Sell
-5,235
Closed -$220K – 327
2024
Q3 		$220K Buy
+5,235
New +$217K 0.07% 293

Other funds holding HYLS

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

TFB Advisors's HYLS Position: Q4 2024 in Review

TFB Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q4 2024, closing a stake of 5,235 shares — an estimated $220K sold.

TFB Advisors first reported a position in HYLS in Q3 2024 and held it in 1 quarter. The position peaked at $220K in Q3 2024. 234 funds tracked by Wall St. Rank hold HYLS as of Q4 2024.

  • TFB Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q4 2024 after selling out during the quarter.
  • TFB Advisors sold 5,235 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2024, an estimated $220K.
  • TFB Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2024 and held it in 1 quarter.
  • TFB Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $220K in Q3 2024.
  • 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 TFB Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.