EWM
FSD

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

EPG 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
2020
Q2 		– Sell
-1,539
Closed -$19K – 809
2020
Q1 		$19K Hold
1,539
– – 0.01% 409
2019
Q4 		$24K Buy
+1,539
New +$23.6K 0.02% 324

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

EPG Wealth Management's FSD Position: Q2 2020 in Review

EPG Wealth Management sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q2 2020, closing a stake of 1,539 shares — an estimated $19K sold.

EPG Wealth Management first reported a position in FSD in Q4 2019 and held it in 2 quarters. The position peaked at $24K in Q4 2019. 66 funds tracked by Wall St. Rank hold FSD as of Q2 2020.

  • EPG Wealth Management reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 1,539 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q2 2020, an estimated $19K.
  • EPG Wealth Management first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $24K in Q4 2019.
  • 66 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.