Western Wealth Management’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
Q2 | $485K | Sell |
11,611
-290
| -2% | -$12.1K | 0.03% | 419 |
|
|
2025
Q1 | $488K | Buy |
11,901
+1,538
| +15% | +$63.1K | 0.03% | 396 |
|
|
2024
Q4 | $428K | Sell |
10,363
-5,098
| -33% | -$211K | 0.03% | 422 |
|
|
2024
Q3 | $649K | Buy |
15,461
+4,074
| +36% | +$171K | 0.04% | 391 |
|
|
2024
Q2 | $463K | Buy |
11,387
+753
| +7% | +$30.6K | 0.03% | 387 |
|
|
2024
Q1 | $438K | Buy |
10,634
+985
| +10% | +$40.6K | 0.03% | 399 |
|
|
2023
Q4 | $401K | Sell |
9,649
-449
| -4% | -$18.7K | 0.03% | 463 |
|
|
2023
Q3 | $396K | Buy |
10,098
+2,456
| +32% | +$96.3K | 0.03% | 437 |
|
|
2023
Q2 | $303K | Buy |
+7,642
| New | +$303K | 0.03% | 501 |
|
|
2022
Q4 | – | Sell |
-5,714
| Closed | -$219K | – | 687 |
|
|
2022
Q3 | $219K | Sell |
5,714
-1,401
| -20% | -$53.7K | 0.01% | 724 |
|
|
2022
Q2 | $280K | Buy |
7,115
+301
| +4% | +$11.8K | 0.02% | 637 |
|
|
2022
Q1 | $312K | Buy |
+6,814
| New | +$312K | 0.02% | 660 |
|
|
2021
Q2 | $416K | Buy |
+8,582
| New | +$416K | 0.04% | 402 |
|