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

WFG 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
2017 Q2	$130K	Buy	2,643 +204	+8%	+$10K	0.03%	472
2017 Q1	$119K	Buy	2,439 +614	+34%	+$29.9K	0.03%	447
2016 Q4	$88K	Buy	1,825 +3	+0.2%	+$145	0.02%	563
2016 Q3	$89K	Buy	1,822 +349	+24%	+$16.9K	0.02%	555
2016 Q2	$70K	Buy	1,473 +403	+38%	+$19.2K	0.02%	601
2016 Q1	$51K	Buy	1,070 +453	+73%	+$21.1K	0.01%	657
2015 Q4	$29K	Buy	617 +253	+70%	+$12.1K	0.01%	806
2015 Q3	$18K	Buy	364 +2	+0.6%	+$99	0.01%	926
2015 Q2	$18K	Buy	362 +3	+0.8%	+$152	0.01%	1006
2015 Q1	$18K	Buy	359 +2	+0.6%	+$100	0.01%	1022
2014 Q4	$18K	Buy	357 +202	+130%	+$10.2K	﹤0.01%	1257
2014 Q3	$8K	Sell	155 -438	-74%	-$22.7K	﹤0.01%	1553
2014 Q2	$31K	Buy	593 +442	+293%	+$23.2K	0.01%	1092
2014 Q1	$8K	Buy	+151	New	+$7.86K	﹤0.01%	1516

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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

WFG Advisors's HYLS Position: Q2 2017 in Review

WFG Advisors increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 8.4% in Q2 2017, buying an estimated $10K and bringing the position to 2,643 shares worth $130K. The position accounts for 0.03% of the portfolio, ranked #472.

WFG Advisors first reported a position in HYLS in Q1 2014 and has held it in 14 quarters since. 95 funds tracked by Wall St. Rank hold HYLS as of Q2 2017.

WFG Advisors held 2,643 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $130K as of Q2 2017.
WFG Advisors bought 204 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2017, an estimated $10K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #472 holding.
WFG Advisors first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2014 and has held it in 14 quarters since.
95 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.