Tyler-Stone Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Tyler-Stone Wealth Management’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
2024 Q3	–	Sell	-84	Closed	-$3.41K	–	586
2024 Q2	$3.41K	Hold	84	–	–	﹤0.01%	799
2024 Q1	$3.46K	Hold	84	–	–	﹤0.01%	793
2023 Q4	$3.49K	Hold	84	–	–	﹤0.01%	762
2023 Q3	$3K	Hold	84	–	–	﹤0.01%	776
2023 Q2	$3K	Buy	+84	New	+$3.33K	﹤0.01%	768
2022 Q4	$4K	Hold	96	–	–	﹤0.01%	684
2022 Q3	$4K	Hold	96	–	–	﹤0.01%	668
2022 Q2	$4K	Hold	96	–	–	﹤0.01%	689
2022 Q1	$4K	Hold	96	–	–	﹤0.01%	697
2021 Q4	$5K	Buy	+96	New	+$4.59K	﹤0.01%	700

Other funds holding HYLS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

PNC

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

OCM

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

KFP

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

Tyler-Stone Wealth Management's HYLS Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2024, closing a stake of 84 shares — an estimated $3.41K sold.

Tyler-Stone Wealth Management first reported a position in HYLS in Q4 2021 and held it in 10 quarters. The position peaked at $5K in Q4 2021. 213 funds tracked by Wall St. Rank hold HYLS as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 84 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2024, an estimated $3.41K.
Tyler-Stone Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $5K in Q4 2021.
213 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.