ARIS
FSD

Advanced Research Investment Solutions’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Advanced Research Investment Solutions’s Portfolio FSD Stock Details FSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-7,852
Closed -$125K – 228
2021
Q3 		$125K Buy
+7,852
New +$125K 0.06% 42

Other funds holding FSD

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SIA
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advanced Research Investment Solutions's FSD Position: Q4 2021 in Review

Advanced Research Investment Solutions sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q4 2021, closing a stake of 7,852 shares — an estimated $125K sold.

Advanced Research Investment Solutions first reported a position in FSD in Q3 2021 and held it in 1 quarter. The position peaked at $125K in Q3 2021. 62 funds tracked by Wall St. Rank hold FSD as of Q4 2021.

  • Advanced Research Investment Solutions reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q4 2021 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 7,852 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q4 2021, an estimated $125K.
  • Advanced Research Investment Solutions first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q3 2021 and held it in 1 quarter.
  • Advanced Research Investment Solutions's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $125K in Q3 2021.
  • 62 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q4 2021.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2021, filed 9 Feb 2022.