EVM
FSD

Eaton Vance Management’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Eaton Vance 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
2021
Q2 		– Sell
-204
Closed -$3K – 3070
2021
Q1 		$3K Buy
+204
New +$3.04K ﹤0.01% 2739
2017
Q4 		– Sell
-88,590
Closed -$1.51M – 1139
2017
Q3 		$1.51M Sell
88,590
-214,265
-71% -$3.64M ﹤0.01% 740
2017
Q2 		$5.22M Sell
302,855
-470,116
-61% -$8.03M 0.01% 493
2017
Q1 		$12.9M Hold
772,971
– – 0.03% 307
2016
Q4 		$12.4M Hold
772,971
– – 0.04% 278
2016
Q3 		$12.1M Hold
772,971
– – 0.03% 277
2016
Q2 		$11.5M Hold
772,971
– – 0.03% 298
2016
Q1 		$11.3M Buy
772,971
+10,834
+1% +$151K 0.03% 303
2015
Q4 		$10.7M Buy
762,137
+726,081
+2,014% +$10.4M 0.03% 307
2015
Q3 		$524K Sell
36,056
-527,798
-94% -$7.81M ﹤0.01% 780
2015
Q2 		$8.53M Buy
563,854
+96,974
+21% +$1.58M 0.03% 332
2015
Q1 		$7.65M Buy
466,880
+47,481
+11% +$771K 0.02% 349
2014
Q4 		$6.82M Buy
+419,399
New +$6.98M 0.02% 354
2014
Q3 		– Sell
-406,604
Closed -$7.38M – 920
2014
Q2 		$7.38M Buy
406,604
+7,370
+2% +$132K 0.02% 333
2014
Q1 		$7.96M Buy
399,234
+7,346
+2% +$129K 0.02% 326
2013
Q4 		$6.75M Buy
+391,888
New +$6.81M 0.02% 350

Other funds holding FSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Eaton Vance Management's FSD Position: Q2 2021 in Review

Eaton Vance Management sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q2 2021, closing a stake of 204 shares — an estimated $3K sold.

Eaton Vance Management first reported a position in FSD in Q4 2013 and held it in 16 quarters. The position peaked at $12.9M in Q1 2017. 67 funds tracked by Wall St. Rank hold FSD as of Q2 2021.

  • Eaton Vance Management reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q2 2021 after selling out during the quarter.
  • Eaton Vance Management sold 204 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q2 2021, an estimated $3K.
  • Eaton Vance Management first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q4 2013 and held it in 16 quarters.
  • Eaton Vance Management's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $12.9M in Q1 2017.
  • 67 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q2 2021.

Based on Eaton Vance Management's 13F filing for Q2 2021, filed 16 Aug 2021.