Triad Wealth Partners’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Triad Wealth Partners’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	–	Sell	-14,609	Closed	-$593K	–	582
2026 Q1	$593K	Buy	+14,609	New	+$604K	0.05%	245
2024 Q3	–	Sell	-182	Closed	-$7.39K	–	427
2024 Q2	$7.39K	Buy	+182	New	+$7.4K	﹤0.01%	496

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

Triad Wealth Partners's HYLS Position: Q2 2026 in Review

Triad Wealth Partners sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2026, closing a stake of 14,609 shares — an estimated $593K sold.

Triad Wealth Partners first reported a position in HYLS in Q2 2024 and held it in 2 quarters. The position peaked at $593K in Q1 2026. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Triad Wealth Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2026 after selling out during the quarter.
Triad Wealth Partners sold 14,609 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $593K.
Triad Wealth Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2024 and held it in 2 quarters.
Triad Wealth Partners's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $593K in Q1 2026.
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 Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.