AP
FSD

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

Arlington Partners’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
2020
Q2 		– Sell
-13,650
Closed -$166K – 300
2020
Q1 		$166K Hold
13,650
– – 0.09% 81
2019
Q4 		$215K Buy
+13,650
New +$210K 0.13% 62

Other funds holding FSD

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SCM
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Arlington Partners's FSD Position: Q2 2020 in Review

Arlington Partners sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q2 2020, closing a stake of 13,650 shares — an estimated $166K sold.

Arlington Partners first reported a position in FSD in Q4 2019 and held it in 2 quarters. The position peaked at $215K in Q4 2019. 66 funds tracked by Wall St. Rank hold FSD as of Q2 2020.

  • Arlington Partners reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q2 2020 after selling out during the quarter.
  • Arlington Partners sold 13,650 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q2 2020, an estimated $166K.
  • Arlington Partners first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q4 2019 and held it in 2 quarters.
  • Arlington Partners's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $215K in Q4 2019.
  • 66 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q2 2020.

Based on Arlington Partners's 13F filing for Q2 2020, filed 13 Jul 2020.