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

TrueWealth Financial 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
2026 Q1	–	Sell	-42,159	Closed	-$1.76M	–	91
2025 Q4	$1.76M	Buy	+42,159	New	+$1.76M	1.46%	23

Other funds holding HYLS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

TrueWealth Financial Partners's HYLS Position: Q1 2026 in Review

TrueWealth Financial Partners sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2026, closing a stake of 42,159 shares — an estimated $1.76M sold.

TrueWealth Financial Partners first reported a position in HYLS in Q4 2025 and held it in 1 quarter. The position peaked at $1.76M in Q4 2025. 221 funds tracked by Wall St. Rank hold HYLS as of Q1 2026.

TrueWealth Financial Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2026 after selling out during the quarter.
TrueWealth Financial Partners sold 42,159 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2026, an estimated $1.76M.
TrueWealth Financial Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2025 and held it in 1 quarter.
TrueWealth Financial Partners's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $1.76M in Q4 2025.
221 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2026.

Based on TrueWealth Financial Partners's 13F filing for Q1 2026, filed 20 May 2026.