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

Transcend Capital 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
2026 Q2	$320K	Hold	7,878	–	–	0.02%	600
2026 Q1	$320K	Hold	7,878	–	–	0.03%	521
2025 Q4	$330K	Sell	7,878 -266	-3%	-$11.1K	0.03%	499
2025 Q3	$342K	Sell	8,144 -3,078	-27%	-$129K	0.02%	487
2025 Q2	$469K	Buy	11,222 +1,189	+12%	+$48.9K	0.04%	347
2025 Q1	$412K	Buy	+10,033	New	+$416K	0.03%	401
2021 Q3	–	Sell	-4,407	Closed	-$217K	–	496
2021 Q2	$217K	Buy	4,407 +333	+8%	+$16.2K	0.03%	300
2021 Q1	$203K	Buy	+4,074	New	+$199K	0.02%	384

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

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

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Transcend Capital Advisors's HYLS Position: Q2 2026 in Review

Transcend Capital Advisors held its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) position steady in Q2 2026 at 7,878 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #600.

Transcend Capital Advisors first reported a position in HYLS in Q1 2021 and has held it in 8 quarters since. The position peaked at $469K in Q2 2025. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Transcend Capital Advisors held 7,878 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $320K as of Q2 2026.
Transcend Capital Advisors left its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.02% of Transcend Capital Advisors's portfolio in Q2 2026, its #600 holding.
Transcend Capital Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2021 and has held it in 8 quarters since.
Transcend Capital Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $469K in Q2 2025.
215 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.