VisionPoint Advisory Group’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

VisionPoint Advisory Group’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
2026 Q2	$259K	Sell	6,363 -91	-1%	-$3.72K	0.04%	400
2026 Q1	$262K	Sell	6,454 -1,363	-17%	-$56.3K	0.05%	361
2025 Q4	$327K	Buy	7,817 +1,523	+24%	+$63.7K	0.06%	284
2025 Q3	$265K	Buy	+6,294	New	+$264K	0.05%	319
2024 Q3	–	Sell	-458	Closed	-$18.6K	–	484
2024 Q2	$18.6K	Hold	458	–	–	0.01%	398
2024 Q1	$18.9K	Hold	458	–	–	0.01%	388
2023 Q4	$19K	Buy	+458	New	+$18.2K	0.01%	358
2023 Q3	–	Sell	-458	Closed	-$18.2K	–	746
2023 Q2	$18.2K	Buy	+458	New	+$18.1K	0.01%	303
2022 Q2	–	Sell	-7,458	Closed	-$311K	–	113
2022 Q1	$311K	Sell	7,458 -251	-3%	-$11.6K	0.14%	67
2021 Q4	$359K	Sell	7,709 -511	-6%	-$24.4K	0.16%	70
2021 Q3	$395K	Buy	+8,220	New	+$398K	0.18%	70

Other funds holding HYLS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KFP

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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VisionPoint Advisory Group's HYLS Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 1.4% in Q2 2026, selling an estimated $3.72K and leaving 6,363 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #400.

VisionPoint Advisory Group first reported a position in HYLS in Q3 2021 and has held it in 11 quarters since. The position peaked at $395K in Q3 2021. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

VisionPoint Advisory Group held 6,363 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $259K as of Q2 2026.
VisionPoint Advisory Group sold 91 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $3.72K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #400 holding.
VisionPoint Advisory Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2021 and has held it in 11 quarters since.
VisionPoint Advisory Group's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $395K in Q3 2021.
215 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.