Winslow Evans & Crocker’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Winslow Evans & Crocker’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 Q3	–	Sell	-9,833	Closed	-$483K	–	1174
2017 Q2	$483K	Sell	9,833 -131	-1%	-$6.45K	0.13%	178
2017 Q1	$487K	Hold	9,964	–	–	0.15%	148
2016 Q4	$480K	Buy	9,964 +4,190	+73%	+$202K	0.15%	149
2016 Q3	$281K	Buy	5,774 +2,114	+58%	+$103K	0.08%	248
2016 Q2	$174K	Buy	+3,660	New	+$175K	0.05%	298

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 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

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

Winslow Evans & Crocker's HYLS Position: Q3 2017 in Review

Winslow Evans & Crocker sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q3 2017, closing a stake of 9,833 shares — an estimated $483K sold.

Winslow Evans & Crocker first reported a position in HYLS in Q2 2016 and held it in 5 quarters. The position peaked at $487K in Q1 2017. 97 funds tracked by Wall St. Rank hold HYLS as of Q3 2017.

Winslow Evans & Crocker reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q3 2017 after selling out during the quarter.
Winslow Evans & Crocker sold 9,833 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2017, an estimated $483K.
Winslow Evans & Crocker first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2016 and held it in 5 quarters.
Winslow Evans & Crocker's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $487K in Q1 2017.
97 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2017.

Based on Winslow Evans & Crocker's 13F filing for Q3 2017, filed 19 Oct 2017.