Waterloo Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,568
| Closed | -$234K | – | 374 |
|
|
2024
Q3 | $234K | Hold |
5,568
| – | – | 0.03% | 325 |
|
|
2024
Q2 | $226K | Sell |
5,568
-3,770
| -40% | -$153K | 0.03% | 318 |
|
|
2024
Q1 | $385K | Sell |
9,338
-2,158
| -19% | -$89K | 0.05% | 254 |
|
|
2023
Q4 | $478K | Sell |
11,496
-969
| -8% | -$40.3K | 0.08% | 221 |
|
|
2023
Q3 | $489K | Buy |
+12,465
| New | +$489K | 0.14% | 102 |
|