FHC
FSD

First Heartland Consultants’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

First Heartland Consultants’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
2013
Q4 		– Sell
-50,009
Closed -$1.05M – 243
2013
Q3 		$1.05M Buy
50,009
+33,388
+201% +$579K 0.63% 43
2013
Q2 		$292K Buy
+16,621
New +$308K 0.17% 158

Other funds holding FSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

First Heartland Consultants's FSD Position: Q4 2013 in Review

First Heartland Consultants sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q4 2013, closing a stake of 50,009 shares — an estimated $1.05M sold.

First Heartland Consultants first reported a position in FSD in Q2 2013 and held it in 2 quarters. The position peaked at $1.05M in Q3 2013. 55 funds tracked by Wall St. Rank hold FSD as of Q4 2013.

  • First Heartland Consultants reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q4 2013 after selling out during the quarter.
  • First Heartland Consultants sold 50,009 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q4 2013, an estimated $1.05M.
  • First Heartland Consultants first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q2 2013 and held it in 2 quarters.
  • First Heartland Consultants's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $1.05M in Q3 2013.
  • 55 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q4 2013.

Based on First Heartland Consultants's 13F filing for Q4 2013, filed 14 Feb 2014.