Wealthcare Advisory Partners’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Wealthcare Advisory Partners’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
2025 Q1	–	Sell	-7,836	Closed	-$324K	–	922
2024 Q4	$324K	Sell	7,836 -369	-4%	-$15.4K	0.01%	687
2024 Q3	$344K	Sell	8,205 -3,205	-28%	-$133K	0.01%	672
2024 Q2	$464K	Sell	11,410 -183	-2%	-$7.44K	0.01%	554
2024 Q1	$478K	Sell	11,593 -712	-6%	-$29.3K	0.02%	547
2023 Q4	$512K	Sell	12,305 -3,448	-22%	-$137K	0.02%	483
2023 Q3	$618K	Sell	15,753 -2,695	-15%	-$107K	0.03%	382
2023 Q2	$731K	Buy	18,448 +8,889	+93%	+$352K	0.03%	362
2023 Q1	$380K	Buy	+9,559	New	+$381K	0.02%	523
2021 Q2	–	Sell	-780	Closed	-$38K	–	1139
2021 Q1	$38K	Buy	+780	New	+$38.1K	﹤0.01%	970
2020 Q2	–	Sell	-623	Closed	-$26K	–	802
2020 Q1	$26K	Sell	623 -244	-28%	-$11.4K	﹤0.01%	660
2019 Q4	$42K	Hold	867	–	–	0.01%	589
2019 Q3	$42K	Sell	867 -200	-19%	-$9.63K	0.01%	573
2019 Q2	$51K	Hold	1,067	–	–	0.01%	498
2019 Q1	$51K	Sell	1,067 -240	-18%	-$11.3K	0.01%	460
2018 Q4	$59K	Hold	1,307	–	–	0.01%	401
2018 Q3	$62K	Buy	1,307 +484	+59%	+$23.1K	0.01%	423
2018 Q2	$39K	Sell	823 -100	-11%	-$4.76K	0.01%	515
2018 Q1	$44K	Buy	923 +723	+362%	+$34.9K	0.01%	428
2017 Q4	$10K	Buy	+200	New	+$9.74K	﹤0.01%	676

Other funds holding HYLS

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC

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

Wealthcare Advisory Partners's HYLS Position: Q1 2025 in Review

Wealthcare Advisory Partners sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q1 2025, closing a stake of 7,836 shares — an estimated $324K sold.

Wealthcare Advisory Partners first reported a position in HYLS in Q4 2017 and held it in 19 quarters. The position peaked at $731K in Q2 2023. 222 funds tracked by Wall St. Rank hold HYLS as of Q1 2025.

Wealthcare Advisory Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q1 2025 after selling out during the quarter.
Wealthcare Advisory Partners sold 7,836 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q1 2025, an estimated $324K.
Wealthcare Advisory Partners first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2017 and held it in 19 quarters.
Wealthcare Advisory Partners's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $731K in Q2 2023.
222 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q1 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2025, filed 15 Apr 2025.