BTS
FSD

BB&T Securities’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

BB&T Securities’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
2014
Q2 		– Sell
-10,626
Closed -$1.88M – 1021
2014
Q1 		$1.88M Sell
10,626
-1,369
-11% -$24.1K ﹤0.01% 882
2013
Q4 		$2.06M Buy
11,995
+31
+0.3% +$539 0.01% 833
2013
Q3 		$2.1M Buy
11,964
+1,032
+9% +$17.9K 0.01% 754
2013
Q2 		$1.92K Buy
+10,932
New +$203K 0.01% 749

Other funds holding FSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
U
UBS Zurich, Switzerland $109B AUM 16.36% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
PRCM
Pine River Capital Management Minnetonka, Minnesota $2.12M AUM 4.47% 1-Year Est. Return