RAFFA WEALTH MANAGEMENT, LLC’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2022 Q2	–	Sell	-3,200	Closed	-$146K	–	1148
2022 Q1	$146K	Hold	3,200	–	–	0.05%	69
2021 Q4	$153K	Buy	3,200 +100	+3%	+$4.78K	0.05%	69
2021 Q3	$149K	Hold	3,100	–	–	0.05%	59
2021 Q2	$150K	Buy	3,100 +100	+3%	+$4.86K	0.05%	58
2021 Q1	$146K	Buy	3,000 +250	+9%	+$12.2K	0.05%	82
2020 Q4	$134K	Hold	2,750	–	–	0.05%	79
2020 Q3	$130K	Hold	2,750	–	–	0.05%	75
2020 Q2	$126K	Buy	+2,750	New	+$125K	0.05%	75

Other funds holding HYLS

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OCM

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

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

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's HYLS Position: Q2 2022 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2022, closing a stake of 3,200 shares — an estimated $146K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in HYLS in Q2 2020 and held it in 8 quarters. The position peaked at $153K in Q4 2021. 206 funds tracked by Wall St. Rank hold HYLS as of Q2 2022.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2022 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 3,200 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2022, an estimated $146K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2020 and held it in 8 quarters.
RAFFA WEALTH MANAGEMENT, LLC's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $153K in Q4 2021.
206 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2022.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2022, filed 27 Jul 2026.