Walkner Condon Financial Advisors’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Sell |
12,571
-904
| -7% | -$37.8K | 0.1% | 153 |
|
|
2025
Q1 | $553K | Sell |
13,475
-1,887
| -12% | -$77.4K | 0.11% | 142 |
|
|
2024
Q4 | $635K | Sell |
15,362
-1,159
| -7% | -$47.9K | 0.13% | 133 |
|
|
2024
Q3 | $693K | Sell |
16,521
-2,232
| -12% | -$93.7K | 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% | -$67K | 0.16% | 112 |
|
|
2023
Q4 | $833K | Sell |
20,036
-1,378
| -6% | -$57.3K | 0.19% | 105 |
|
|
2023
Q3 | $840K | Sell |
21,414
-2,709
| -11% | -$106K | 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% | +$63.3K | 0.27% | 83 |
|
|
2022
Q4 | $883K | Sell |
22,681
-6,537
| -22% | -$255K | 0.26% | 82 |
|
|
2022
Q3 | $1.12M | Buy |
29,218
+2,151
| +8% | +$82.5K | 0.36% | 68 |
|
|
2022
Q2 | $1.06M | Buy |
27,067
+13,289
| +96% | +$520K | 0.33% | 67 |
|
|
2022
Q1 | $630K | Buy |
13,778
+5,461
| +66% | +$250K | 0.18% | 104 |
|
|
2021
Q4 | $398K | Sell |
8,317
-6,573
| -44% | -$315K | 0.26% | 85 |
|
|
2021
Q3 | $717K | Sell |
14,890
-10,456
| -41% | -$503K | 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% | -$2.15M | 0.97% | 29 |
|
|
2020
Q4 | $4.64M | Buy |
95,317
+46,612
| +96% | +$2.27M | 2% | 13 |
|
|
2020
Q3 | $2.3M | Sell |
48,705
-3,207
| -6% | -$151K | 1.23% | 20 |
|
|
2020
Q2 | $2.38M | Buy |
51,912
+14,408
| +38% | +$660K | 2.1% | 12 |
|
|
2020
Q1 | $1.57M | Buy |
37,504
+3,244
| +9% | +$136K | 1.68% | 13 |
|
|
2019
Q4 | $1.67M | Buy |
+34,260
| New | +$1.67M | 1.61% | 14 |
|