World Equity Group’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

World Equity Group’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
2023 Q4	–	Sell	-7,370	Closed	-$289K	–	348
2023 Q3	$289K	Buy	7,370 +1,067	+17%	+$42.3K	0.06%	266
2023 Q2	$250K	Buy	+6,303	New	+$250K	0.07%	264

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

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

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

OCM

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

World Equity Group's HYLS Position: Q4 2023 in Review

World Equity Group sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q4 2023, closing a stake of 7,370 shares — an estimated $289K sold.

World Equity Group first reported a position in HYLS in Q2 2023 and held it in 2 quarters. The position peaked at $289K in Q3 2023. 210 funds tracked by Wall St. Rank hold HYLS as of Q4 2023.

World Equity Group reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q4 2023 after selling out during the quarter.
World Equity Group sold 7,370 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q4 2023, an estimated $289K.
World Equity Group first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q2 2023 and held it in 2 quarters.
World Equity Group's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $289K in Q3 2023.
210 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q4 2023.

Based on World Equity Group's 13F filing for Q4 2023, filed 22 Jul 2024.