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

Baird Financial Group’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
2021 Q3	–	Sell	-35,634	Closed	-$561K	–	1941
2021 Q2	$561K	Buy	35,634 +693	+2%	+$10.6K	﹤0.01%	1375
2021 Q1	$528K	Buy	34,941 +121	+0.3%	+$1.8K	﹤0.01%	1341
2020 Q4	$514K	Buy	34,820 +286	+0.8%	+$4.06K	﹤0.01%	1221
2020 Q3	$481K	Buy	34,534 +322	+0.9%	+$4.46K	﹤0.01%	1166
2020 Q2	$454K	Sell	34,212 -373	-1%	-$4.88K	﹤0.01%	1167
2020 Q1	$421K	Buy	34,585 +4,568	+15%	+$66.6K	﹤0.01%	1111
2019 Q4	$473K	Sell	30,017 -500	-2%	-$7.68K	﹤0.01%	1194
2019 Q3	$463K	Buy	30,517 +53	+0.2%	+$790	﹤0.01%	1191
2019 Q2	$458K	Buy	+30,464	New	+$446K	﹤0.01%	1218
2018 Q1	–	Sell	-25,958	Closed	-$430K	–	1321
2017 Q4	$430K	Buy	+25,958	New	+$431K	﹤0.01%	1048

Other funds holding FSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird Financial Group's FSD Position: Q3 2021 in Review

Baird Financial Group sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q3 2021, closing a stake of 35,634 shares — an estimated $561K sold.

Baird Financial Group first reported a position in FSD in Q4 2017 and held it in 10 quarters. The position peaked at $561K in Q2 2021. 60 funds tracked by Wall St. Rank hold FSD as of Q3 2021.

Baird Financial Group reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q3 2021 after selling out during the quarter.
Baird Financial Group sold 35,634 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q3 2021, an estimated $561K.
Baird Financial Group first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q4 2017 and held it in 10 quarters.
Baird Financial Group's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $561K in Q2 2021.
60 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q3 2021.

Based on Baird Financial Group's 13F filing for Q3 2021, filed 12 Nov 2021.