WCG Wealth Advisors’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

WCG Wealth 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
2023 Q4	–	Sell	-20,314	Closed	-$816K	–	304
2023 Q3	$816K	Buy	20,314 +196	+1%	+$7.77K	0.06%	218
2023 Q2	$797K	Sell	20,118 -484	-2%	-$19.2K	0.09%	123
2023 Q1	$819K	Buy	+20,602	New	+$820K	0.11%	120

Other funds holding HYLS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WCG Wealth Advisors's HYLS Position: Q4 2023 in Review

WCG Wealth Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q4 2023, closing a stake of 20,314 shares — an estimated $816K sold.

WCG Wealth Advisors first reported a position in HYLS in Q1 2023 and held it in 3 quarters. The position peaked at $819K in Q1 2023. 210 funds tracked by Wall St. Rank hold HYLS as of Q4 2023.

WCG Wealth Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q4 2023 after selling out during the quarter.
WCG Wealth Advisors sold 20,314 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2023, an estimated $816K.
WCG Wealth Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2023 and held it in 3 quarters.
WCG Wealth Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $819K in Q1 2023.
210 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2023.

Based on WCG Wealth Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.