ASN
FSD

Advisory Services Network’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Advisory Services Network’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
2024
Q1 		– Sell
-8,517
Closed -$103K – 3856
2023
Q4 		$103K Buy
+8,517
New +$93.5K ﹤0.01% 1630
2023
Q2 		– Sell
-9,369
Closed -$106K – 3859
2023
Q1 		$106K Buy
9,369
+10
+0.1% +$116 ﹤0.01% 1618
2022
Q4 		$107K Buy
+9,359
New +$104K ﹤0.01% 1574
2021
Q3 		– Sell
-1,727
Closed -$27K – 3389
2021
Q2 		$27K Buy
+1,727
New +$26.5K ﹤0.01% 2348
2021
Q1 		– Sell
-1,727
Closed -$26K – 3325
2020
Q4 		$26K Hold
1,727
– – ﹤0.01% 2025
2020
Q3 		$24K Buy
+1,727
New +$23.9K ﹤0.01% 2002
2020
Q2 		– Sell
-1,727
Closed -$21K – 2891
2020
Q1 		$21K Sell
1,727
-212
-11% -$3.09K ﹤0.01% 1848
2019
Q4 		$31K Buy
1,939
+93
+5% +$1.43K ﹤0.01% 1780
2019
Q3 		$28K Hold
1,846
– – ﹤0.01% 1650
2019
Q2 		$28K Buy
1,846
+1,754
+1,907% +$25.7K ﹤0.01% 1648
2019
Q1 		$1K Hold
92
– – ﹤0.01% 2480
2018
Q4 		$1K Buy
92
+30
+48% +$417 ﹤0.01% 2487
2018
Q3 		$1K Buy
+62
New +$913 ﹤0.01% 2457

Other funds holding FSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return