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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KFP

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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Winebrenner Capital Management's HYLS Position: Q2 2026 in Review

Winebrenner Capital Management reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 4.2% in Q2 2026, selling an estimated $48.9K and leaving 27,586 shares worth $1.12M. The position accounts for 0.68% of the portfolio, ranked #41.

Winebrenner Capital Management first reported a position in HYLS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.37M in Q3 2025. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Winebrenner Capital Management held 27,586 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $1.12M as of Q2 2026.
Winebrenner Capital Management sold 1,196 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $48.9K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.68% of Winebrenner Capital Management's portfolio in Q2 2026, its #41 holding.
Winebrenner Capital Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2024 and has held it in 7 quarters since.
Winebrenner Capital Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $1.37M in Q3 2025.
215 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.