Walkner Condon Financial Advisors’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Walkner Condon Financial Advisors’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	$471K	Buy	11,591 +13	+0.1%	+$532	0.05%	194
2026 Q1	$470K	Sell	11,578 -934	-7%	-$38.6K	0.06%	180
2025 Q4	$524K	Sell	12,512 -93	-0.7%	-$3.89K	0.07%	171
2025 Q3	$530K	Buy	12,605 +34	+0.3%	+$1.43K	0.08%	163
2025 Q2	$526K	Sell	12,571 -904	-7%	-$37.2K	0.1%	153
2025 Q1	$553K	Sell	13,475 -1,887	-12%	-$78.2K	0.11%	142
2024 Q4	$635K	Sell	15,362 -1,159	-7%	-$48.3K	0.13%	133
2024 Q3	$693K	Sell	16,521 -2,232	-12%	-$92.3K	0.14%	122
2024 Q2	$762K	Buy	18,753 +343	+2%	+$13.9K	0.16%	107
2024 Q1	$759K	Sell	18,410 -1,626	-8%	-$66.9K	0.16%	112
2023 Q4	$833K	Sell	20,036 -1,378	-6%	-$54.9K	0.19%	105
2023 Q3	$840K	Sell	21,414 -2,709	-11%	-$107K	0.22%	95
2023 Q2	$956K	Sell	24,123 -150	-0.6%	-$5.94K	0.25%	87
2023 Q1	$965K	Buy	24,273 +1,592	+7%	+$63.4K	0.27%	83
2022 Q4	$883K	Sell	22,681 -6,537	-22%	-$257K	0.26%	82
2022 Q3	$1.12M	Buy	29,218 +2,151	+8%	+$87.5K	0.36%	68
2022 Q2	$1.06M	Buy	27,067 +13,289	+96%	+$563K	0.33%	67
2022 Q1	$630K	Buy	13,778 +5,461	+66%	+$253K	0.18%	104
2021 Q4	$398K	Sell	8,317 -6,573	-44%	-$314K	0.26%	85
2021 Q3	$717K	Sell	14,890 -10,456	-41%	-$506K	0.35%	59
2021 Q2	$1.23M	Sell	25,346 -25,705	-50%	-$1.25M	0.45%	50
2021 Q1	$2.48M	Sell	51,051 -44,266	-46%	-$2.16M	0.97%	29
2020 Q4	$4.64M	Buy	95,317 +46,612	+96%	+$2.24M	2%	13
2020 Q3	$2.3M	Sell	48,705 -3,207	-6%	-$152K	1.23%	20
2020 Q2	$2.38M	Buy	51,912 +14,408	+38%	+$654K	2.1%	12
2020 Q1	$1.57M	Buy	37,504 +3,244	+9%	+$152K	1.68%	13
2019 Q4	$1.67M	Buy	+34,260	New	+$1.65M	1.61%	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

Walkner Condon Financial Advisors's HYLS Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 0.11% in Q2 2026, buying an estimated $532 and bringing the position to 11,591 shares worth $471K. The position accounts for 0.05% of the portfolio, ranked #194.

Walkner Condon Financial Advisors first reported a position in HYLS in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.64M in Q4 2020. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Walkner Condon Financial Advisors held 11,591 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $471K as of Q2 2026.
Walkner Condon Financial Advisors bought 13 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $532.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.05% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #194 holding.
Walkner Condon Financial Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2019 and has held it in 27 quarters since.
Walkner Condon Financial Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $4.64M in Q4 2020.
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 Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.