AAS
FSD

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

Avantax Advisory Services’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
Q4 		– Sell
-11,215
Closed -$156K – 1381
2020
Q3 		$156K Buy
+11,215
New +$155K ﹤0.01% 1261

Other funds holding FSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Advisory Services's FSD Position: Q4 2020 in Review

Avantax Advisory Services sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q4 2020, closing a stake of 11,215 shares — an estimated $156K sold.

Avantax Advisory Services first reported a position in FSD in Q3 2020 and held it in 1 quarter. The position peaked at $156K in Q3 2020. 75 funds tracked by Wall St. Rank hold FSD as of Q4 2020.

  • Avantax Advisory Services reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 11,215 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q4 2020, an estimated $156K.
  • Avantax Advisory Services first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $156K in Q3 2020.
  • 75 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.