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

Transamerica 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
2023 Q4	–	Sell	-510	Closed	-$21K	–	641
2023 Q3	$21K	Buy	+510	New	+$20.2K	﹤0.01%	298
2019 Q1	–	Sell	-3,444	Closed	-$155K	–	251
2018 Q4	$155K	Sell	3,444 -1,224	-26%	-$57.1K	0.04%	162
2018 Q3	$224K	Buy	+4,668	New	+$223K	0.05%	176
2017 Q3	–	Sell	-7,779	Closed	-$383K	–	430
2017 Q2	$383K	Buy	7,779 +1,567	+25%	+$77.1K	0.05%	194
2017 Q1	$304K	Buy	+6,212	New	+$303K	0.04%	204
2016 Q1	–	Sell	-1,680	Closed	-$79K	–	804
2015 Q4	$79K	Buy	1,680 +380	+29%	+$18.2K	0.01%	358
2015 Q3	$63K	Hold	1,300	–	–	0.01%	357
2015 Q2	$65K	Hold	1,300	–	–	﹤0.01%	416
2015 Q1	$66K	Buy	+1,300	New	+$65.1K	﹤0.01%	406

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Transamerica Financial Advisors's HYLS Position: Q4 2023 in Review

Transamerica Financial Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q4 2023, closing a stake of 510 shares — an estimated $21K sold.

Transamerica Financial Advisors first reported a position in HYLS in Q1 2015 and held it in 9 quarters. The position peaked at $383K in Q2 2017. 210 funds tracked by Wall St. Rank hold HYLS as of Q4 2023.

Transamerica Financial Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q4 2023 after selling out during the quarter.
Transamerica Financial Advisors sold 510 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2023, an estimated $21K.
Transamerica Financial Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2015 and held it in 9 quarters.
Transamerica Financial Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $383K in Q2 2017.
210 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2023.

Based on Transamerica Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.