United Capital Financial Advisors’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

United Capital Financial Advisors’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
2021 Q3	–	Sell	-4,365	Closed	-$212K	–	1220
2021 Q2	$212K	Sell	4,365 -289	-6%	-$14.1K	﹤0.01%	1146
2021 Q1	$226K	Sell	4,654 -100	-2%	-$4.88K	﹤0.01%	1078
2020 Q4	$232K	Sell	4,754 -227	-5%	-$10.9K	﹤0.01%	1082
2020 Q3	$235K	Sell	4,981 -3,125	-39%	-$148K	﹤0.01%	1028
2020 Q2	$371K	Sell	8,106 -230	-3%	-$10.4K	﹤0.01%	957
2020 Q1	$350K	Sell	8,336 -2,206	-21%	-$103K	﹤0.01%	941
2019 Q4	$514K	Buy	10,542 +4,014	+61%	+$194K	﹤0.01%	979
2019 Q3	$315K	Buy	+6,528	New	+$314K	﹤0.01%	1065

Other funds holding HYLS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

OCM

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

United Capital Financial Advisors's HYLS Position: Q3 2021 in Review

United Capital Financial Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2021, closing a stake of 4,365 shares — an estimated $212K sold.

United Capital Financial Advisors first reported a position in HYLS in Q3 2019 and held it in 8 quarters. The position peaked at $514K in Q4 2019. 197 funds tracked by Wall St. Rank hold HYLS as of Q3 2021.

United Capital Financial Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2021 after selling out during the quarter.
United Capital Financial Advisors sold 4,365 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2021, an estimated $212K.
United Capital Financial Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2019 and held it in 8 quarters.
United Capital Financial Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $514K in Q4 2019.
197 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2021.

Based on United Capital Financial Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.