Wagner Wealth Management (South Carolina)’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Wagner Wealth Management (South Carolina)’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	$555K	Sell	13,655 -2,751	-17%	-$112K	0.1%	88
2026 Q1	$666K	Buy	16,406 +257	+2%	+$10.6K	0.13%	73
2025 Q4	$676K	Sell	16,149 -156	-1%	-$6.53K	0.14%	73
2025 Q3	$686K	Sell	16,305 -8,358	-34%	-$350K	0.16%	64
2025 Q2	$1.03M	Sell	24,663 -331	-1%	-$13.6K	0.24%	51
2025 Q1	$1.03M	Sell	24,994 -348	-1%	-$14.4K	0.26%	44
2024 Q4	$1.05M	Sell	25,342 -988	-4%	-$41.2K	0.27%	48
2024 Q3	$1.1M	Buy	26,330 +50	+0.2%	+$2.07K	0.3%	42
2024 Q2	$1.07M	Sell	26,280 -1,798	-6%	-$73.1K	0.32%	46
2024 Q1	$1.16M	Sell	28,078 -18,768	-40%	-$773K	0.35%	45
2023 Q4	$1.95M	Buy	46,846 +979	+2%	+$39K	0.65%	32
2023 Q3	$1.8M	Sell	45,867 -3,325	-7%	-$132K	0.66%	34
2023 Q2	$1.95M	Sell	49,192 -2,137	-4%	-$84.6K	0.74%	31
2023 Q1	$2.04M	Sell	51,329 -1,598	-3%	-$63.6K	0.93%	29
2022 Q4	$2.06M	Sell	52,927 -10,170	-16%	-$400K	1.28%	23
2022 Q3	$2.42M	Buy	63,097 +312	+0.5%	+$12.7K	1.79%	15
2022 Q2	$2.46M	Sell	62,785 -57,889	-48%	-$2.45M	1.96%	11
2022 Q1	$5.52M	Buy	120,674 +64,956	+117%	+$3.01M	3.86%	4
2021 Q4	$2.67M	Buy	55,718 +4,510	+9%	+$216K	2.04%	8
2021 Q3	$2.45M	Sell	51,208 -859	-2%	-$41.5K	1.95%	10
2021 Q2	$2.53M	Buy	52,067 +6,539	+14%	+$318K	1.81%	10
2021 Q1	$2.21M	Sell	45,528 -1,421	-3%	-$69.4K	1.74%	11
2020 Q4	$2.29M	Buy	+46,949	New	+$2.26M	2.17%	11
2018 Q3	$2.75M	Sell	57,616 -3,361	-6%	-$160K	1.83%	11
2018 Q2	$2.87M	Sell	60,977 -11,168	-15%	-$532K	2.07%	10
2018 Q1	$3.44M	Buy	72,145 +1,090	+2%	+$52.6K	2.62%	7
2017 Q4	$3.63M	Buy	+71,055	New	+$3.46M	2.71%	6

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

Wagner Wealth Management (South Carolina)'s HYLS Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 17% in Q2 2026, selling an estimated $112K and leaving 13,655 shares worth $555K. The position accounts for 0.1% of the portfolio, ranked #88.

Wagner Wealth Management (South Carolina) first reported a position in HYLS in Q4 2017 and has held it in 27 quarters since. The position peaked at $5.52M in Q1 2022. 214 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Wagner Wealth Management (South Carolina) held 13,655 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $555K as of Q2 2026.
Wagner Wealth Management (South Carolina) sold 2,751 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $112K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.1% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #88 holding.
Wagner Wealth Management (South Carolina) first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2017 and has held it in 27 quarters since.
Wagner Wealth Management (South Carolina)'s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $5.52M in Q1 2022.
214 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 Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.