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

WealthShield 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
2023 Q3	–	Sell	-1,401	Closed	-$55.5K	–	494
2023 Q2	$55.5K	Sell	1,401 -171	-11%	-$6.77K	0.01%	376
2023 Q1	$62.5K	Buy	+1,572	New	+$62.6K	0.01%	366
2021 Q3	–	Sell	-2,764	Closed	-$134K	–	459
2021 Q2	$134K	Sell	2,764 -308	-10%	-$15K	0.02%	320
2021 Q1	$149K	Buy	+3,072	New	+$150K	0.03%	290
2019 Q1	–	Sell	-122	Closed	-$5K	–	275
2018 Q4	$5K	Hold	122	–	–	﹤0.01%	216
2018 Q3	$6K	Hold	122	–	–	﹤0.01%	220
2018 Q2	$6K	Sell	122 -10,679	-99%	-$508K	﹤0.01%	210
2018 Q1	$514K	Buy	10,801 +1,168	+12%	+$56.3K	0.33%	59
2017 Q4	$468K	Buy	+9,633	New	+$469K	0.29%	73

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

PNC

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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

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

WealthShield Partners's HYLS Position: Q3 2023 in Review

WealthShield Partners sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2023, closing a stake of 1,401 shares — an estimated $55.5K sold.

WealthShield Partners first reported a position in HYLS in Q4 2017 and held it in 9 quarters. The position peaked at $514K in Q1 2018. 198 funds tracked by Wall St. Rank hold HYLS as of Q3 2023.

WealthShield Partners reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2023 after selling out during the quarter.
WealthShield Partners sold 1,401 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2023, an estimated $55.5K.
WealthShield 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 9 quarters.
WealthShield Partners's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $514K in Q1 2018.
198 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2023.

Based on WealthShield Partners's 13F filing for Q3 2023, filed 25 Oct 2023.