HYLS FIRST TR EXCHANGE-TRADED FD

Ownership history in Randall & Associates Wealth Management  ·  9 quarters on record

AI Ownership Summary

Randall & Associates Wealth Management reported FIRST TR EXCHANGE-TRADED FD (HYLS) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.6% in 2025 Q4. The latest visible filing shows HYLS at 1.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HYLS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Randall & Associates Wealth Management's position in FIRST TR EXCHANGE-TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HYLS was reported at 1.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.6% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Randall & Associates Wealth Management held HYLS — position size vs. price
% of Fund (quarterly)    HYLS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 55,058 +2,828 +5.4% 1.60% $2.3M 2026-02-14 (Est.) $41.00
2025 Q3 ADDED 52,230 +6,640 +14.6% 1.59% $2.2M 2025-10-16 $40.62
2025 Q2 REDUCED 45,590 -7 -0.0% 1.47% $1.9M 2025-07-23 $39.88
2025 Q1 ADDED 45,597 +185 +0.4% 1.54% $1.9M 2025-04-09 $38.13
2024 Q4 ADDED 45,412 +7,328 +19.2% 1.56% $1.9M 2025-01-15 $38.32
2024 Q3 ADDED 38,084 +664 +1.8% 1.31% $1.6M 2024-11-07 $38.16
2024 Q2 ADDED 37,420 +938 +2.6% 1.37% $1.5M 2024-07-17 $36.83
2024 Q1 ADDED 36,482 +2,060 +6.0% 1.36% $1.5M 2024-04-23 $35.78
2023 Q4 INITIATED 34,422 1.40% $1.4M 2024-02-14 $35.71

FAQ About Randall & Associates Wealth Management and HYLS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Randall & Associates Wealth Management reported owning HYLS?

Randall & Associates Wealth Management reported HYLS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported HYLS position in Randall & Associates Wealth Management's portfolio?

The largest reported portfolio weight for HYLS was 1.60% in 2025 Q4.

What is the latest reported HYLS position on this page?

The most recent filing on this page is 2025 Q4, when Randall & Associates Wealth Management reported 55,058 shares, equal to 1.60% of portfolio, with an estimated market value of $2.3M.

What does the chart on this HYLS ownership page compare?

The chart compares Randall & Associates Wealth Management's quarterly HYLS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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