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

Trinity Legacy 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
2022 Q3	–	Sell	-9,006	Closed	-$359K	–	86
2022 Q2	$359K	Sell	9,006 -1,764	-16%	-$74.8K	0.14%	73
2022 Q1	$493K	Buy	10,770 +1,546	+17%	+$71.6K	0.17%	66
2021 Q4	$441K	Buy	+9,224	New	+$441K	0.15%	74
2021 Q3	–	Sell	-6,723	Closed	-$326K	–	116
2021 Q2	$326K	Buy	6,723 +12	+0.2%	+$583	0.12%	80
2021 Q1	$327K	Buy	6,711 +211	+3%	+$10.3K	0.13%	66
2020 Q4	$317K	Buy	6,500 +1,601	+33%	+$77K	0.14%	62
2020 Q3	$234K	Sell	4,899 -871	-15%	-$41.2K	0.11%	70
2020 Q2	$268K	Buy	5,770 +222	+4%	+$10.1K	0.14%	66
2020 Q1	$232K	Buy	+5,548	New	+$260K	0.16%	58

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

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

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

OCM

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

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

Trinity Legacy Partners's HYLS Position: Q3 2022 in Review

Trinity Legacy Partners sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2022, closing a stake of 9,006 shares — an estimated $359K sold.

Trinity Legacy Partners first reported a position in HYLS in Q1 2020 and held it in 9 quarters. The position peaked at $493K in Q1 2022. 202 funds tracked by Wall St. Rank hold HYLS as of Q3 2022.

Trinity Legacy Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2022 after selling out during the quarter.
Trinity Legacy Partners sold 9,006 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2022, an estimated $359K.
Trinity Legacy Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2020 and held it in 9 quarters.
Trinity Legacy Partners's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $493K in Q1 2022.
202 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2022.

Based on Trinity Legacy Partners's 13F filing for Q3 2022, filed 12 Oct 2022.