True Link Financial Advisors’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

True Link Financial 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
2023 Q4	–	Sell	-28,406	Closed	-$1.11M	–	83
2023 Q3	$1.11M	Buy	28,406 +818	+3%	+$32.4K	0.13%	46
2023 Q2	$1.09M	Hold	27,588	–	–	0.13%	47
2023 Q1	$1.1M	Hold	27,588	–	–	0.14%	53
2022 Q4	$1.07M	Hold	27,588	–	–	0.15%	50
2022 Q3	$1.06M	Buy	27,588 +10,326	+60%	+$420K	0.15%	54
2022 Q2	$676K	Hold	17,262	–	–	0.1%	77
2022 Q1	$790K	Sell	17,262 -31,895	-65%	-$1.48M	0.11%	73
2021 Q4	$2.35M	Sell	49,157 -36	-0.1%	-$1.72K	0.31%	30
2021 Q3	$2.37M	Hold	49,193	–	–	0.33%	30
2021 Q2	$2.39M	Sell	49,193 -10	-0%	-$486	0.35%	29
2021 Q1	$2.39M	Hold	49,203	–	–	0.35%	34
2020 Q4	$2.4M	Buy	+49,203	New	+$2.37M	0.38%	32

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PNC

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

True Link Financial Advisors's HYLS Position: Q4 2023 in Review

True Link Financial Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q4 2023, closing a stake of 28,406 shares — an estimated $1.11M sold.

True Link Financial Advisors first reported a position in HYLS in Q4 2020 and held it in 12 quarters. The position peaked at $2.4M in Q4 2020. 210 funds tracked by Wall St. Rank hold HYLS as of Q4 2023.

True Link Financial Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q4 2023 after selling out during the quarter.
True Link Financial Advisors sold 28,406 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2023, an estimated $1.11M.
True Link Financial Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2020 and held it in 12 quarters.
True Link Financial Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $2.4M in Q4 2020.
210 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2023.

Based on True Link Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.