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 Q3	$744K	Hold	18,947	–	–	0.38%	53
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

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

Walker Asset Management's HYLS Position: Q3 2026 in Review

Walker Asset Management held its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) position steady in Q3 2026 at 18,947 shares worth $744K. The position accounts for 0.38% of the portfolio, ranked #53.

Walker Asset Management first reported a position in HYLS in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.4M in Q4 2021. 34 funds tracked by Wall St. Rank hold HYLS as of Q3 2026.

Walker Asset Management held 18,947 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $744K as of Q3 2026.
Walker Asset Management left its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF share count unchanged in Q3 2026.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.38% of Walker Asset Management's portfolio in Q3 2026, its #53 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 20 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.
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 Walker Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.