API
FSD

Advisor Partners II’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Advisor Partners II’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
2023
Q3 		$1.1M Buy
+102,474
New +$1.14M 0.04% 454

Other funds holding FSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Advisor Partners II's FSD Position: Q3 2023 in Review

Advisor Partners II opened a new position in FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q3 2023: 102,474 shares worth $1.1M. The stake represents 0.04% of the portfolio and ranks #454 among its holdings.

68 funds tracked by Wall St. Rank hold FSD as of Q3 2023.

  • Advisor Partners II held 102,474 shares of FIRST TRUST HIGH INCOME LONG/SHORT FUND worth $1.1M as of Q3 2023.
  • FIRST TRUST HIGH INCOME LONG/SHORT FUND was a new Advisor Partners II position in Q3 2023.
  • FIRST TRUST HIGH INCOME LONG/SHORT FUND made up 0.04% of Advisor Partners II's portfolio in Q3 2023, its #454 holding.
  • 68 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.