Cambridge Investment Research Advisors
FSD

Cambridge Investment Research Advisors’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Cambridge Investment Research 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
2024
Q2 		– Sell
-21,313
Closed -$254K – 3462
2024
Q1 		$254K Sell
21,313
-4,000
-16% -$47.1K ﹤0.01% 2839
2023
Q4 		$306K Sell
25,313
-3,551
-12% -$39K ﹤0.01% 2581
2023
Q3 		$309K Buy
28,864
+1,886
+7% +$21.1K ﹤0.01% 2472
2023
Q2 		$309K Sell
26,978
-1,967
-7% -$22.1K ﹤0.01% 2499
2023
Q1 		$329K Sell
28,945
-11,148
-28% -$129K ﹤0.01% 2407
2022
Q4 		$459K Buy
40,093
+13,637
+52% +$152K ﹤0.01% 2082
2022
Q3 		$287K Buy
26,456
+1,707
+7% +$20.2K ﹤0.01% 2395
2022
Q2 		$282K Buy
24,749
+4,256
+21% +$52.8K ﹤0.01% 2439
2022
Q1 		$276K Sell
20,493
-1,965
-9% -$27.5K ﹤0.01% 2608
2021
Q4 		$350K Sell
22,458
-5,563
-20% -$87.6K ﹤0.01% 2392
2021
Q3 		$445K Sell
28,021
-1,979
-7% -$31.5K ﹤0.01% 2134
2021
Q2 		$472K Buy
30,000
+4,886
+19% +$74.9K ﹤0.01% 2101
2021
Q1 		$380K Buy
25,114
+2,252
+10% +$33.6K ﹤0.01% 2115
2020
Q4 		$338K Buy
22,862
+9,149
+67% +$130K ﹤0.01% 2049
2020
Q3 		$191K Sell
13,713
-2,887
-17% -$40K ﹤0.01% 2260
2020
Q2 		$220K Sell
16,600
-163
-1% -$2.13K ﹤0.01% 2117
2020
Q1 		$204K Sell
16,763
-2,532
-13% -$36.9K ﹤0.01% 1921
2019
Q4 		$304K Sell
19,295
-206
-1% -$3.17K ﹤0.01% 1905
2019
Q3 		$296K Sell
19,501
-621
-3% -$9.26K ﹤0.01% 1832
2019
Q2 		$302K Sell
20,122
-5,013
-20% -$73.3K ﹤0.01% 1747
2019
Q1 		$367K Sell
25,135
-1,234
-5% -$17.6K ﹤0.01% 1682
2018
Q4 		$350K Sell
26,369
-3,417
-11% -$47.6K ﹤0.01% 1557
2018
Q3 		$439K Buy
29,786
+1,889
+7% +$27.8K ﹤0.01% 1528
2018
Q2 		$411K Buy
+27,897
New +$416K ﹤0.01% 1514
2017
Q3 		– Sell
-21,272
Closed -$367K – 2061
2017
Q2 		$367K Buy
+21,272
New +$363K 0.01% 1385
2016
Q4 		– Sell
-48,961
Closed -$763K – 1830
2016
Q3 		$763K Buy
+48,961
New +$754K 0.01% 813
2016
Q2 		– Sell
-51,280
Closed -$750K – 1686
2016
Q1 		$750K Buy
51,280
+518
+1% +$7.2K 0.02% 691
2015
Q4 		$715K Buy
+50,762
New +$726K 0.02% 687
2015
Q3 		– Sell
-47,973
Closed -$750K – 1604
2015
Q2 		$750K Buy
47,973
+436
+0.9% +$7.08K 0.02% 622
2015
Q1 		$779K Sell
47,537
-83
-0.2% -$1.35K 0.02% 605
2014
Q4 		$762K Buy
47,620
+13,050
+38% +$217K 0.02% 583
2014
Q3 		$591K Buy
34,570
+4,737
+16% +$83.1K 0.02% 729
2014
Q2 		$541K Buy
29,833
+1,963
+7% +$35.2K 0.02% 710
2014
Q1 		$494K Hold
27,870
– – 0.02% 718
2013
Q4 		$480K Buy
27,870
+4,267
+18% +$74.1K 0.02% 673
2013
Q3 		$414K Buy
+23,603
New +$409K 0.02% 700

Other funds holding FSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.95% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors's FSD Position: Q2 2024 in Review

Cambridge Investment Research Advisors sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q2 2024, closing a stake of 21,313 shares — an estimated $254K sold.

Cambridge Investment Research Advisors first reported a position in FSD in Q3 2013 and held it in 36 quarters. The position peaked at $779K in Q1 2015. 78 funds tracked by Wall St. Rank hold FSD as of Q2 2024.

  • Cambridge Investment Research Advisors reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q2 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 21,313 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q2 2024, an estimated $254K.
  • Cambridge Investment Research Advisors first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q3 2013 and held it in 36 quarters.
  • Cambridge Investment Research Advisors's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $779K in Q1 2015.
  • 78 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q2 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.