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Visionary Wealth Advisors’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Visionary Wealth 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
2025
Q3 		– Sell
-120,250
Closed -$5.03M – 606
2025
Q2 		$5.03M Buy
120,250
+1,097
+0.9% +$45.1K 0.26% 94
2025
Q1 		$4.89M Sell
119,153
-707
-0.6% -$29.3K 0.29% 89
2024
Q4 		$4.95M Buy
119,860
+269
+0.2% +$11.2K 0.29% 95
2024
Q3 		$5.02M Buy
119,591
+686
+0.6% +$28.4K 0.31% 90
2024
Q2 		$4.83M Buy
118,905
+6,553
+6% +$266K 0.32% 84
2024
Q1 		$4.63M Buy
112,352
+1,460
+1% +$60.1K 0.31% 85
2023
Q4 		$4.61M Buy
+110,892
New +$4.41M 0.34% 81
2023
Q3 		– Sell
-19,379
Closed -$768K – 463
2023
Q2 		$768K Buy
+19,379
New +$767K 0.06% 241

Other funds holding HYLS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Visionary Wealth Advisors's HYLS Position: Q3 2025 in Review

Visionary Wealth Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2025, closing a stake of 120,250 shares — an estimated $5.03M sold.

Visionary Wealth Advisors first reported a position in HYLS in Q2 2023 and held it in 8 quarters. The position peaked at $5.03M in Q2 2025. 209 funds tracked by Wall St. Rank hold HYLS as of Q3 2025.

  • Visionary Wealth Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2025 after selling out during the quarter.
  • Visionary Wealth Advisors sold 120,250 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2025, an estimated $5.03M.
  • Visionary Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2023 and held it in 8 quarters.
  • Visionary Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $5.03M in Q2 2025.
  • 209 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2025.

Based on Visionary Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.