CWM
FSD

Cornerstone Wealth Management’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Cornerstone Wealth 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
2018
Q4 		– Sell
-26,957
Closed -$1.59M – 1204
2018
Q3 		$1.59M Buy
26,957
+23,477
+675% +$346K 0.02% 574
2018
Q2 		$240K Buy
+3,480
New +$51.9K ﹤0.01% 1264

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 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 $4.93B AUM 12.22% 1-Year Est. Return

Cornerstone Wealth Management's FSD Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q4 2018, closing a stake of 26,957 shares — an estimated $1.59M sold.

Cornerstone Wealth Management first reported a position in FSD in Q2 2018 and held it in 2 quarters. The position peaked at $1.59M in Q3 2018. 68 funds tracked by Wall St. Rank hold FSD as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 26,957 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q4 2018, an estimated $1.59M.
  • Cornerstone Wealth Management first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $1.59M in Q3 2018.
  • 68 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.