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 Q3	$291K	Buy	7,399 +1,036	+16%	+$41.9K	0.05%	355
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

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

AWA

Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

TBF

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

VisionPoint Advisory Group's HYLS Position: Q3 2026 in Review

VisionPoint Advisory Group increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 16% in Q3 2026, buying an estimated $41.9K and bringing the position to 7,399 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #355.

VisionPoint Advisory Group first reported a position in HYLS in Q3 2021 and has held it in 12 quarters since. The position peaked at $395K in Q3 2021. 34 funds tracked by Wall St. Rank hold HYLS as of Q3 2026.

VisionPoint Advisory Group held 7,399 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $291K as of Q3 2026.
VisionPoint Advisory Group bought 1,036 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2026, an estimated $41.9K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.05% of VisionPoint Advisory Group's portfolio in Q3 2026, its #355 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 12 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.
34 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.