James T. Borello RIA
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James T. Borello RIA’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

James T. Borello RIA’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 		– Sell
-436
Closed -$17.7K – 1249
2026
Q1 		$17.7K Buy
+436
New +$18K ﹤0.01% 406

Other funds holding HYLS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KMG Fiduciary Partners
KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return
&Partners
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

James T. Borello RIA's HYLS Position: Q2 2026 in Review

James T. Borello RIA sold out of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) in Q2 2026, closing a stake of 436 shares — an estimated $17.7K sold.

James T. Borello RIA first reported a position in HYLS in Q1 2026 and held it in 1 quarter. The position peaked at $17.7K in Q1 2026. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

  • James T. Borello RIA reported no remaining First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position as of Q2 2026 after selling out during the quarter.
  • James T. Borello RIA sold 436 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $17.7K.
  • James T. Borello RIA first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q1 2026 and held it in 1 quarter.
  • James T. Borello RIA's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $17.7K in Q1 2026.
  • 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 James T. Borello RIA's 13F filing for Q2 2026, filed 16 Oct 2026.