CA
FSD

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

Cetera 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
2019
Q1 		– Sell
-12,625
Closed -$167K – 1302
2018
Q4 		$167K Sell
12,625
-646
-5% -$8.99K 0.01% 782
2018
Q3 		$195K Sell
13,271
-1,082
-8% -$15.9K 0.01% 891
2018
Q2 		$211K Buy
+14,353
New +$214K 0.01% 790

Other funds holding FSD

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Cetera Advisors's FSD Position: Q1 2019 in Review

Cetera Advisors sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q1 2019, closing a stake of 12,625 shares — an estimated $167K sold.

Cetera Advisors first reported a position in FSD in Q2 2018 and held it in 3 quarters. The position peaked at $211K in Q2 2018. 66 funds tracked by Wall St. Rank hold FSD as of Q1 2019.

  • Cetera Advisors reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q1 2019 after selling out during the quarter.
  • Cetera Advisors sold 12,625 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q1 2019, an estimated $167K.
  • Cetera Advisors first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q2 2018 and held it in 3 quarters.
  • Cetera Advisors's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $211K in Q2 2018.
  • 66 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q1 2019.

Based on Cetera Advisors's 13F filing for Q1 2019, filed 6 May 2019.