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

Winebrenner Capital 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
2026 Q2	$1.12M	Sell	27,586 -1,196	-4%	-$48.9K	0.68%	41
2026 Q1	$1.17M	Sell	28,782 -3,765	-12%	-$156K	0.75%	36
2025 Q4	$1.36M	Buy	32,547 +17	+0.1%	+$711	0.91%	32
2025 Q3	$1.37M	Buy	32,530 +2,896	+10%	+$121K	0.98%	26
2025 Q2	$1.24M	Buy	29,634 +1,134	+4%	+$46.7K	1%	30
2025 Q1	$1.17M	Buy	28,500 +177	+0.6%	+$7.34K	1.06%	26
2024 Q4	$1.17M	Buy	+28,323	New	+$1.18M	0.9%	35

Other funds holding HYLS

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

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

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return