Creative Planning
FSD

Creative Planning’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-239
Closed -$4K – 3855
2017
Q2 		$4K Sell
239
-963
-80% -$16.4K ﹤0.01% 4121
2017
Q1 		$20K Buy
1,202
+1,000
+495% +$16.6K ﹤0.01% 3145
2016
Q4 		$3K Hold
202
– – ﹤0.01% 4184
2016
Q3 		$3K Hold
202
– – ﹤0.01% 4144
2016
Q2 		$3K Hold
202
– – ﹤0.01% 3923
2016
Q1 		$3K Sell
202
-2,021
-91% -$28.1K ﹤0.01% 3846
2015
Q4 		$31K Buy
2,223
+2,021
+1,000% +$28.9K ﹤0.01% 2510
2015
Q3 		$3K Buy
+202
New +$2.99K ﹤0.01% 3854
2015
Q2 		– Sell
-868
Closed -$14K – 3159
2015
Q1 		$14K Buy
868
+666
+330% +$10.8K ﹤0.01% 2995
2014
Q4 		$3K Hold
202
– – ﹤0.01% 3736
2014
Q3 		$3K Hold
202
– – ﹤0.01% 3556
2014
Q2 		$4K Hold
202
– – ﹤0.01% 3335
2014
Q1 		$4K Hold
202
– – ﹤0.01% 3199
2013
Q4 		$3K Sell
202
-1,840
-90% -$32K ﹤0.01% 3029
2013
Q3 		$36K Buy
2,042
+1,740
+576% +$30.2K ﹤0.01% 1727
2013
Q2 		$5K Buy
+302
New +$5.59K ﹤0.01% 2564

Other funds holding FSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Creative Planning's FSD Position: Q3 2017 in Review

Creative Planning sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q3 2017, closing a stake of 239 shares — an estimated $4K sold.

Creative Planning first reported a position in FSD in Q2 2013 and held it in 16 quarters. The position peaked at $36K in Q3 2013. 54 funds tracked by Wall St. Rank hold FSD as of Q3 2017.

  • Creative Planning reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 239 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q3 2017, an estimated $4K.
  • Creative Planning first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q2 2013 and held it in 16 quarters.
  • Creative Planning's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $36K in Q3 2013.
  • 54 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.