GI
FSD

Gradient Investments’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Gradient Investments’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
2022
Q4 		– Sell
-721
Closed -$8K – 1684
2022
Q3 		$8K Buy
+721
New +$8.53K ﹤0.01% 863

Other funds holding FSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Gradient Investments's FSD Position: Q4 2022 in Review

Gradient Investments sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q4 2022, closing a stake of 721 shares — an estimated $8K sold.

Gradient Investments first reported a position in FSD in Q3 2022 and held it in 1 quarter. The position peaked at $8K in Q3 2022. 74 funds tracked by Wall St. Rank hold FSD as of Q4 2022.

  • Gradient Investments reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q4 2022 after selling out during the quarter.
  • Gradient Investments sold 721 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q4 2022, an estimated $8K.
  • Gradient Investments first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q3 2022 and held it in 1 quarter.
  • Gradient Investments's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $8K in Q3 2022.
  • 74 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.