True Link Financial Advisors’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-28,406
| Closed | -$1.11M | – | 83 |
|
|
2023
Q3 | $1.11M | Buy |
28,406
+818
| +3% | +$32.1K | 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% | +$396K | 0.15% | 54 |
|
|
2022
Q2 | $676K | Hold |
17,262
| – | – | 0.1% | 77 |
|
|
2022
Q1 | $790K | Sell |
17,262
-31,895
| -65% | -$1.46M | 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% | -$485 | 0.35% | 29 |
|
|
2021
Q1 | $2.39M | Hold |
49,203
| – | – | 0.35% | 34 |
|
|
2020
Q4 | $2.4M | Buy |
+49,203
| New | +$2.4M | 0.38% | 32 |
|