EWM
FHY

Edge Wealth Management’s First Trust Strategic High FHY Stock Holding History

Edge Wealth Management’s Portfolio FHY Stock Details FHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-656
Closed -$10K – 391
2013
Q3 		$10K Buy
+656
New +$10.2K 0.01% 244

Other funds holding FHY

PRCM
Pine River Capital Management Minnetonka, Minnesota $32.9M AUM 4.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Edge Wealth Management's FHY Position: Q4 2013 in Review

Edge Wealth Management sold out of First Trust Strategic High (FHY) in Q4 2013, closing a stake of 656 shares — an estimated $10K sold.

Edge Wealth Management first reported a position in FHY in Q3 2013 and held it in 1 quarter. The position peaked at $10K in Q3 2013. 38 funds tracked by Wall St. Rank hold FHY as of Q4 2013.

  • Edge Wealth Management reported no remaining First Trust Strategic High position as of Q4 2013 after selling out during the quarter.
  • Edge Wealth Management sold 656 First Trust Strategic High shares in Q4 2013, an estimated $10K.
  • Edge Wealth Management first reported a position in First Trust Strategic High in Q3 2013 and held it in 1 quarter.
  • Edge Wealth Management's First Trust Strategic High position peaked at $10K in Q3 2013.
  • 38 funds tracked by Wall St. Rank held First Trust Strategic High as of Q4 2013.

Based on Edge Wealth Management's 13F filing for Q4 2013, filed 16 Jan 2014.