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FSD

Carmichael Hill & Associates’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Carmichael Hill & Associates’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
2020
Q1 		– Sell
-268
Closed -$4K – 724
2019
Q4 		$4K Buy
+268
New +$4.12K ﹤0.01% 591

Other funds holding FSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 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 0.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carmichael Hill & Associates's FSD Position: Q1 2020 in Review

Carmichael Hill & Associates sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q1 2020, closing a stake of 268 shares — an estimated $4K sold.

Carmichael Hill & Associates first reported a position in FSD in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 75 funds tracked by Wall St. Rank hold FSD as of Q1 2020.

  • Carmichael Hill & Associates reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q1 2020 after selling out during the quarter.
  • Carmichael Hill & Associates sold 268 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q1 2020, an estimated $4K.
  • Carmichael Hill & Associates first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q4 2019 and held it in 1 quarter.
  • Carmichael Hill & Associates's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $4K in Q4 2019.
  • 75 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q1 2020.

Based on Carmichael Hill & Associates's 13F filing for Q1 2020, filed 5 May 2020.