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

WESPAC 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
2025 Q2	–	Sell	-15,908	Closed	-$653K	–	183
2025 Q1	$653K	Buy	+15,908	New	+$660K	0.53%	80
2022 Q1	–	Sell	-29,895	Closed	-$1.43M	–	120
2021 Q4	$1.43M	Sell	29,895 -5,026	-14%	-$240K	0.96%	40
2021 Q3	$1.68M	Buy	34,921 +21,867	+168%	+$1.06M	1.04%	23
2021 Q2	$633K	Sell	13,054 -12,491	-49%	-$607K	1.21%	29
2021 Q1	$1.24M	Sell	25,545 -355	-1%	-$17.3K	0.93%	40
2020 Q4	$1.26M	Buy	+25,900	New	+$1.25M	0.97%	42
2019 Q4	–	Sell	-42,180	Closed	-$2.04M	–	107
2019 Q3	$2.04M	Sell	42,180 -9,559	-18%	-$460K	2.03%	15
2019 Q2	$2.49M	Sell	51,739 -4,074	-7%	-$196K	1.86%	23
2019 Q1	$2.67M	Buy	55,813 +512	+0.9%	+$24.2K	1.84%	19
2018 Q4	$2.48M	Sell	55,301 -1,304	-2%	-$60.9K	2.4%	13
2018 Q3	$2.71M	Buy	56,605 +14,306	+34%	+$682K	1.58%	18
2018 Q2	$1.99M	Sell	42,299 -13,218	-24%	-$629K	2.06%	12
2018 Q1	$2.64M	Buy	55,517 +30,861	+125%	+$1.49M	1.61%	17
2017 Q4	$1.2M	Sell	24,656 -19,164	-44%	-$933K	1.11%	33
2017 Q3	$2.15M	Buy	43,820 +7,896	+22%	+$389K	1.42%	25
2017 Q2	$1.77M	Buy	35,924 +13,395	+59%	+$659K	1.21%	32
2017 Q1	$1.1M	Buy	+22,529	New	+$1.1M	1.27%	32
2015 Q3	–	Sell	-5,800	Closed	-$290K	–	86
2015 Q2	$290K	Hold	5,800	–	–	0.22%	91
2015 Q1	$293K	Buy	+5,800	New	+$290K	0.22%	97

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

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

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

WESPAC Advisors's HYLS Position: Q2 2025 in Review

WESPAC Advisors sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2025, closing a stake of 15,908 shares — an estimated $653K sold.

WESPAC Advisors first reported a position in HYLS in Q1 2015 and held it in 19 quarters. The position peaked at $2.71M in Q3 2018. 216 funds tracked by Wall St. Rank hold HYLS as of Q2 2025.

WESPAC Advisors reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2025 after selling out during the quarter.
WESPAC Advisors sold 15,908 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2025, an estimated $653K.
WESPAC Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2015 and held it in 19 quarters.
WESPAC Advisors's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $2.71M in Q3 2018.
216 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2025.

Based on WESPAC Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.