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

TrustCore Financial Services’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
2022 Q4	$14.9K	Hold	382	–	–	﹤0.01%	652
2022 Q3	$15K	Hold	382	–	–	﹤0.01%	666
2022 Q2	$15K	Hold	382	–	–	﹤0.01%	677
2022 Q1	$17K	Hold	382	–	–	﹤0.01%	672
2021 Q4	$18K	Hold	382	–	–	﹤0.01%	621
2021 Q3	$18K	Hold	382	–	–	﹤0.01%	663
2021 Q2	$19K	Hold	382	–	–	﹤0.01%	635
2021 Q1	$19K	Hold	382	–	–	﹤0.01%	598
2020 Q4	$19K	Buy	382 +5	+1%	+$241	﹤0.01%	578
2020 Q3	$18K	Buy	+377	New	+$17.8K	﹤0.01%	517

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

TrustCore Financial Services's HYLS Position: Q4 2022 in Review

TrustCore Financial Services held its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) position steady in Q4 2022 at 382 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

TrustCore Financial Services first reported a position in HYLS in Q3 2020 and has held it in 10 quarters since. The position peaked at $19K in Q2 2021. 220 funds tracked by Wall St. Rank hold HYLS as of Q4 2022.

TrustCore Financial Services held 382 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $14.9K as of Q4 2022.
TrustCore Financial Services left its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF share count unchanged in Q4 2022.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #652 holding.
TrustCore Financial Services 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 10 quarters since.
TrustCore Financial Services's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $19K in Q2 2021.
220 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.