United Capital 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-4,365
| Closed | -$212K | – | 1214 |
|
2021
Q2 | $212K | Sell |
4,365
-289
| -6% | -$14K | ﹤0.01% | 1139 |
|
2021
Q1 | $226K | Sell |
4,654
-100
| -2% | -$4.86K | ﹤0.01% | 1076 |
|
2020
Q4 | $232K | Sell |
4,754
-227
| -5% | -$11.1K | ﹤0.01% | 1075 |
|
2020
Q3 | $235K | Sell |
4,981
-3,125
| -39% | -$147K | ﹤0.01% | 1024 |
|
2020
Q2 | $371K | Sell |
8,106
-230
| -3% | -$10.5K | ﹤0.01% | 951 |
|
2020
Q1 | $350K | Sell |
8,336
-2,206
| -21% | -$92.6K | ﹤0.01% | 936 |
|
2019
Q4 | $514K | Buy |
10,542
+4,014
| +61% | +$196K | ﹤0.01% | 971 |
|
2019
Q3 | $315K | Buy |
+6,528
| New | +$315K | ﹤0.01% | 1055 |
|