BAM
FSD

Belpointe Asset Management’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-1,793
Closed -$20.4K – 3574
2023
Q1 		$20.4K Hold
1,793
– – ﹤0.01% 2300
2022
Q4 		$20.5K Buy
+1,793
New +$20K ﹤0.01% 2164

Other funds holding FSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Belpointe Asset Management's FSD Position: Q2 2023 in Review

Belpointe Asset Management sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q2 2023, closing a stake of 1,793 shares — an estimated $20.4K sold.

Belpointe Asset Management first reported a position in FSD in Q4 2022 and held it in 2 quarters. The position peaked at $20.5K in Q4 2022. 62 funds tracked by Wall St. Rank hold FSD as of Q2 2023.

  • Belpointe Asset Management reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,793 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q2 2023, an estimated $20.4K.
  • Belpointe Asset Management first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $20.5K in Q4 2022.
  • 62 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.