Walker Asset Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Walker Asset Management’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	$770K	Hold	18,947	–	–	0.39%	56
2026 Q1	$769K	Hold	18,947	–	–	0.42%	48
2025 Q4	$793K	Hold	18,947	–	–	0.43%	43
2025 Q3	$797K	Buy	18,947 +300	+2%	+$12.6K	0.45%	42
2025 Q2	$780K	Hold	18,647	–	–	0.45%	39
2025 Q1	$765K	Hold	18,647	–	–	0.47%	38
2024 Q4	$771K	Buy	18,647 +500	+3%	+$20.9K	0.47%	36
2024 Q3	$761K	Sell	18,147 -1,250	-6%	-$51.7K	0.47%	37
2024 Q2	$788K	Sell	19,397 -1,325	-6%	-$53.9K	0.53%	32
2024 Q1	$854K	Hold	20,722	–	–	0.56%	33
2023 Q4	$861K	Hold	20,722	–	–	0.62%	31
2023 Q3	$813K	Hold	20,722	–	–	0.72%	26
2023 Q2	$821K	Hold	20,722	–	–	0.68%	28
2023 Q1	$824K	Sell	20,722 -2,100	-9%	-$83.6K	0.71%	30
2022 Q4	$889K	Sell	22,822 -1,000	-4%	-$39.3K	0.77%	26
2022 Q3	$913K	Buy	23,822 +2,000	+9%	+$81.3K	0.82%	22
2022 Q2	$854K	Sell	21,822 -5,500	-20%	-$233K	0.77%	27
2022 Q1	$1.25M	Sell	27,322 -2,000	-7%	-$92.6K	1%	17
2021 Q4	$1.4M	Buy	+29,322	New	+$1.4M	1.23%	14

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

Walker Asset Management's HYLS Position: Q2 2026 in Review

Walker Asset Management held its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) position steady in Q2 2026 at 18,947 shares worth $770K. The position accounts for 0.39% of the portfolio, ranked #56.

Walker Asset Management first reported a position in HYLS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.4M in Q4 2021. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Walker Asset Management held 18,947 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $770K as of Q2 2026.
Walker Asset Management left its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF share count unchanged in Q2 2026.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.39% of Walker Asset Management's portfolio in Q2 2026, its #56 holding.
Walker Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2021 and has held it in 19 quarters since.
Walker Asset Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $1.4M in Q4 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 Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.