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

Triumph Capital Management’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 Q3	$23.6K	Hold	600	–	–	﹤0.01%	919
2026 Q2	$24.4K	Hold	600	–	–	﹤0.01%	878
2026 Q1	$24.3K	Buy	600 +100	+20%	+$4.13K	0.01%	824
2025 Q4	$20.9K	Buy	+500	New	+$20.9K	﹤0.01%	850
2022 Q4	–	Sell	-9,033	Closed	-$346K	–	228
2022 Q3	$346K	Sell	9,033 -13,601	-60%	-$553K	0.19%	116
2022 Q2	$886K	Hold	22,634	–	–	0.47%	49
2022 Q1	$1.04M	Sell	22,634 -2,946	-12%	-$136K	0.45%	51
2021 Q4	$1.22M	Sell	25,580 -45,928	-64%	-$2.2M	0.53%	44
2021 Q3	$3.45M	Buy	+71,508	New	+$3.46M	1.61%	11

Other funds holding HYLS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Triumph Capital Management's HYLS Position: Q3 2026 in Review

Triumph Capital Management held its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) position steady in Q3 2026 at 600 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Triumph Capital Management first reported a position in HYLS in Q3 2021 and has held it in 9 quarters since. The position peaked at $3.45M in Q3 2021. 177 funds tracked by Wall St. Rank hold HYLS as of Q3 2026.

Triumph Capital Management held 600 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $23.6K as of Q3 2026.
Triumph Capital Management left its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF share count unchanged in Q3 2026.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #919 holding.
Triumph Capital Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2021 and has held it in 9 quarters since.
Triumph Capital Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $3.45M in Q3 2021.
177 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.