Wealthcare Advisory Partners’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
Q1 | – | Sell |
-7,836
| Closed | -$324K | – | 922 |
|
|
2024
Q4 | $324K | Sell |
7,836
-369
| -4% | -$15.3K | 0.01% | 687 |
|
|
2024
Q3 | $344K | Sell |
8,205
-3,205
| -28% | -$134K | 0.01% | 672 |
|
|
2024
Q2 | $464K | Sell |
11,410
-183
| -2% | -$7.44K | 0.01% | 554 |
|
|
2024
Q1 | $478K | Sell |
11,593
-712
| -6% | -$29.4K | 0.02% | 547 |
|
|
2023
Q4 | $512K | Sell |
12,305
-3,448
| -22% | -$143K | 0.02% | 483 |
|
|
2023
Q3 | $618K | Sell |
15,753
-2,695
| -15% | -$106K | 0.03% | 382 |
|
|
2023
Q2 | $731K | Buy |
18,448
+8,889
| +93% | +$352K | 0.03% | 362 |
|
|
2023
Q1 | $380K | Buy |
+9,559
| New | +$380K | 0.02% | 523 |
|
|
2021
Q2 | – | Sell |
-780
| Closed | -$38K | – | 1139 |
|
|
2021
Q1 | $38K | Buy |
+780
| New | +$38K | ﹤0.01% | 970 |
|
|
2020
Q2 | – | Sell |
-623
| Closed | -$26K | – | 802 |
|
|
2020
Q1 | $26K | Sell |
623
-244
| -28% | -$10.2K | ﹤0.01% | 660 |
|
|
2019
Q4 | $42K | Hold |
867
| – | – | 0.01% | 589 |
|
|
2019
Q3 | $42K | Sell |
867
-200
| -19% | -$9.69K | 0.01% | 573 |
|
|
2019
Q2 | $51K | Hold |
1,067
| – | – | 0.01% | 498 |
|
|
2019
Q1 | $51K | Sell |
1,067
-240
| -18% | -$11.5K | 0.01% | 460 |
|
|
2018
Q4 | $59K | Hold |
1,307
| – | – | 0.01% | 401 |
|
|
2018
Q3 | $62K | Buy |
1,307
+484
| +59% | +$23K | 0.01% | 423 |
|
|
2018
Q2 | $39K | Sell |
823
-100
| -11% | -$4.74K | 0.01% | 515 |
|
|
2018
Q1 | $44K | Buy |
923
+723
| +362% | +$34.5K | 0.01% | 428 |
|
|
2017
Q4 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 676 |
|