WFA Asset Management’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

WFA Asset Management’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
2022 Q4	–	Sell	-167	Closed	-$6.4K	–	235
2022 Q3	$6.4K	Buy	+167	New	+$6.79K	﹤0.01%	180

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

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

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

PNC

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

WFA Asset Management's HYLS Position: Q4 2022 in Review

WFA Asset Management sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q4 2022, closing a stake of 167 shares — an estimated $6.4K sold.

WFA Asset Management first reported a position in HYLS in Q3 2022 and held it in 1 quarter. The position peaked at $6.4K in Q3 2022. 220 funds tracked by Wall St. Rank hold HYLS as of Q4 2022.

WFA Asset Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q4 2022 after selling out during the quarter.
WFA Asset Management sold 167 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2022, an estimated $6.4K.
WFA Asset Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q3 2022 and held it in 1 quarter.
WFA Asset Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $6.4K in Q3 2022.
220 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2022.

Based on WFA Asset Management's 13F filing for Q4 2022, filed 13 Oct 2023.