CA
FSD

Centerpoint Advisors’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Centerpoint 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
2022
Q1 		– Sell
-170
Closed -$3K – 479
2021
Q4 		$3K Buy
+170
New +$2.68K ﹤0.01% 319

Other funds holding FSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Centerpoint Advisors's FSD Position: Q1 2022 in Review

Centerpoint Advisors sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q1 2022, closing a stake of 170 shares — an estimated $3K sold.

Centerpoint Advisors first reported a position in FSD in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 68 funds tracked by Wall St. Rank hold FSD as of Q1 2022.

  • Centerpoint Advisors reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q1 2022 after selling out during the quarter.
  • Centerpoint Advisors sold 170 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q1 2022, an estimated $3K.
  • Centerpoint Advisors first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q4 2021 and held it in 1 quarter.
  • Centerpoint Advisors's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $3K in Q4 2021.
  • 68 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q1 2022.

Based on Centerpoint Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.