American Portfolios Advisors’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

American Portfolios Advisors’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 Q3	$6.5K	Hold	600	–	–	﹤0.01%	2712
2022 Q2	$6.84K	Sell	600 -283	-32%	-$3.51K	﹤0.01%	2712
2022 Q1	$11.9K	Buy	883 +283	+47%	+$3.97K	﹤0.01%	2615
2021 Q4	$9.35K	Hold	600	–	–	﹤0.01%	2646
2021 Q3	$9.53K	Hold	600	–	–	﹤0.01%	2594
2021 Q2	$9.45K	Hold	600	–	–	﹤0.01%	2546
2021 Q1	$9.07K	Hold	600	–	–	﹤0.01%	2424
2020 Q4	$8.86K	Hold	600	–	–	﹤0.01%	2159
2020 Q3	$8.35K	Hold	600	–	–	﹤0.01%	2056
2020 Q2	$7.96K	Hold	600	–	–	﹤0.01%	2028
2020 Q1	$7.3K	Hold	600	–	–	﹤0.01%	1933
2019 Q4	$9.45K	Hold	600	–	–	﹤0.01%	2024
2019 Q3	$9.1K	Hold	600	–	–	﹤0.01%	1966
2019 Q2	$9.01K	Hold	600	–	–	﹤0.01%	1937
2019 Q1	$8.77K	Hold	600	–	–	﹤0.01%	1881
2018 Q4	$7.97K	Hold	600	–	–	﹤0.01%	1708
2018 Q3	$8.85K	Hold	600	–	–	﹤0.01%	1794
2018 Q2	$8.84K	Hold	600	–	–	﹤0.01%	1767
2018 Q1	$9.03K	Hold	600	–	–	﹤0.01%	1670
2017 Q4	$9.94K	Buy	+600	New	+$9.97K	﹤0.01%	1568

Other funds holding FSD

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American Portfolios Advisors's FSD Position: Q3 2022 in Review

American Portfolios Advisors held its FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) position steady in Q3 2022 at 600 shares worth $6.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2712.

American Portfolios Advisors first reported a position in FSD in Q4 2017 and has held it in 20 quarters since. The position peaked at $11.9K in Q1 2022. 64 funds tracked by Wall St. Rank hold FSD as of Q3 2022.

American Portfolios Advisors held 600 shares of FIRST TRUST HIGH INCOME LONG/SHORT FUND worth $6.5K as of Q3 2022.
American Portfolios Advisors left its FIRST TRUST HIGH INCOME LONG/SHORT FUND share count unchanged in Q3 2022.
FIRST TRUST HIGH INCOME LONG/SHORT FUND made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2712 holding.
American Portfolios Advisors first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $11.9K in Q1 2022.
64 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.