Baystate Wealth Management’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Baystate Wealth Management’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
2023 Q4	$2.46K	Buy	+203	New	+$2.23K	﹤0.01%	1024

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

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Baystate Wealth Management's FSD Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q4 2023: 203 shares worth $2.46K. The stake represents ﹤0.01% of the portfolio and ranks #1024 among its holdings.

76 funds tracked by Wall St. Rank hold FSD as of Q4 2023.

Baystate Wealth Management held 203 shares of FIRST TRUST HIGH INCOME LONG/SHORT FUND worth $2.46K as of Q4 2023.
FIRST TRUST HIGH INCOME LONG/SHORT FUND was a new Baystate Wealth Management position in Q4 2023.
FIRST TRUST HIGH INCOME LONG/SHORT FUND made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1024 holding.
76 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.