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

Wealthstreet Investment 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
2021 Q2	–	Sell	-16,654	Closed	-$810K	–	198
2021 Q1	$810K	Sell	16,654 -200	-1%	-$9.77K	0.08%	193
2020 Q4	$821K	Sell	16,854 -100	-0.6%	-$4.81K	0.08%	179
2020 Q3	$799K	Buy	16,954 +2,840	+20%	+$134K	0.09%	172
2020 Q2	$647K	Buy	14,114 +2,600	+23%	+$118K	0.08%	180
2020 Q1	$483K	Buy	11,514 +1,200	+12%	+$56.1K	0.07%	194
2019 Q4	$503K	Buy	10,314 +2,250	+28%	+$109K	0.06%	235
2019 Q3	$389K	Buy	+8,064	New	+$388K	0.05%	249

Other funds holding HYLS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wealthstreet Investment Advisors's HYLS Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2021, closing a stake of 16,654 shares — an estimated $810K sold.

Wealthstreet Investment Advisors first reported a position in HYLS in Q3 2019 and held it in 7 quarters. The position peaked at $821K in Q4 2020. 200 funds tracked by Wall St. Rank hold HYLS as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 16,654 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2021, an estimated $810K.
Wealthstreet Investment Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2019 and held it in 7 quarters.
Wealthstreet Investment Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $821K in Q4 2020.
200 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.