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

TRUADVICE’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 Q3	$220K	Buy	+5,560	New	+$220K	0.09%	217
2021 Q2	–	Sell	-12,603	Closed	-$613K	–	313
2021 Q1	$613K	Sell	12,603 -16,125	-56%	-$787K	0.18%	109
2020 Q4	$1.4M	Sell	28,728 -722	-2%	-$34.7K	0.43%	56
2020 Q3	$1.4M	Buy	+29,450	New	+$1.39M	0.57%	45

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

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

PNC

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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

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

TRUADVICE's HYLS Position: Q3 2023 in Review

TRUADVICE opened a new position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2023: 5,560 shares worth $220K. The stake represents 0.09% of the portfolio and ranks #217 among its holdings. This is a return to the name: TRUADVICE previously reported a position in HYLS as recently as Q1 2021.

TRUADVICE first reported a position in HYLS in Q3 2020 and has held it in 4 quarters since. The position peaked at $1.4M in Q4 2020. 198 funds tracked by Wall St. Rank hold HYLS as of Q3 2023.

TRUADVICE held 5,560 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $220K as of Q3 2023.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF was a new TRUADVICE position in Q3 2023.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.09% of TRUADVICE's portfolio in Q3 2023, its #217 holding.
TRUADVICE first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2020 and has held it in 4 quarters since.
TRUADVICE's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $1.4M in Q4 2020.
198 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.