Advisornet Financial’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Advisornet Financial’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
2022 Q1	–	Sell	-900	Closed	-$14K	–	2255
2021 Q4	$14K	Hold	900	–	–	﹤0.01%	1404
2021 Q3	$14K	Hold	900	–	–	﹤0.01%	1373
2021 Q2	$14K	Hold	900	–	–	﹤0.01%	1348
2021 Q1	$14K	Hold	900	–	–	﹤0.01%	1291
2020 Q4	$13K	Hold	900	–	–	﹤0.01%	1241
2020 Q3	$13K	Hold	900	–	–	﹤0.01%	1215
2020 Q2	$12K	Hold	900	–	–	﹤0.01%	1268
2020 Q1	$11K	Hold	900	–	–	﹤0.01%	1253
2019 Q4	$14K	Hold	900	–	–	﹤0.01%	1301
2019 Q3	$14K	Hold	900	–	–	﹤0.01%	1295
2019 Q2	$14K	Hold	900	–	–	﹤0.01%	1150
2019 Q1	$13K	Hold	900	–	–	﹤0.01%	1115
2018 Q4	$12K	Sell	900 -500	-36%	-$6.96K	﹤0.01%	1052
2018 Q3	$21K	Hold	1,400	–	–	﹤0.01%	951
2018 Q2	$21K	Buy	1,400 +1,000	+250%	+$14.9K	﹤0.01%	939
2018 Q1	$6K	Buy	+400	New	+$6.42K	﹤0.01%	1201

Other funds holding FSD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Advisornet Financial's FSD Position: Q1 2022 in Review

Advisornet Financial sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q1 2022, closing a stake of 900 shares — an estimated $14K sold.

Advisornet Financial first reported a position in FSD in Q1 2018 and held it in 16 quarters. The position peaked at $21K in Q3 2018. 68 funds tracked by Wall St. Rank hold FSD as of Q1 2022.

Advisornet Financial reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q1 2022 after selling out during the quarter.
Advisornet Financial sold 900 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q1 2022, an estimated $14K.
Advisornet Financial first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q1 2018 and held it in 16 quarters.
Advisornet Financial's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $21K in Q3 2018.
68 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q1 2022.

Based on Advisornet Financial's 13F filing for Q1 2022, filed 14 Apr 2022.