BCA
FSD

Bay Colony Advisors’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Bay Colony 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
2018
Q3 		– Sell
-373
Closed -$5K – 947
2018
Q2 		$5K Buy
+373
New +$5.57K ﹤0.01% 787

Other funds holding FSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bay Colony Advisors's FSD Position: Q3 2018 in Review

Bay Colony Advisors sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q3 2018, closing a stake of 373 shares — an estimated $5K sold.

Bay Colony Advisors first reported a position in FSD in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 73 funds tracked by Wall St. Rank hold FSD as of Q3 2018.

  • Bay Colony Advisors reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q3 2018 after selling out during the quarter.
  • Bay Colony Advisors sold 373 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q3 2018, an estimated $5K.
  • Bay Colony Advisors first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q2 2018 and held it in 1 quarter.
  • Bay Colony Advisors's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $5K in Q2 2018.
  • 73 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q3 2018.

Based on Bay Colony Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.