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

IHT 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
2018 Q2	–	Sell	-469	Closed	-$7K	–	1434
2018 Q1	$7K	Hold	469	–	–	﹤0.01%	1281
2017 Q4	$8K	Hold	469	–	–	﹤0.01%	1251
2017 Q3	$8K	Hold	469	–	–	﹤0.01%	1015
2017 Q2	$140	Buy	+469	New	+$8.01K	0.07%	288

Other funds holding FSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

IHT Wealth Management's FSD Position: Q2 2018 in Review

IHT Wealth Management sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q2 2018, closing a stake of 469 shares — an estimated $7K sold.

IHT Wealth Management first reported a position in FSD in Q2 2017 and held it in 4 quarters. The position peaked at $8K in Q4 2017. 75 funds tracked by Wall St. Rank hold FSD as of Q2 2018.

IHT Wealth Management reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 469 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q2 2018, an estimated $7K.
IHT Wealth Management first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q2 2017 and held it in 4 quarters.
IHT Wealth Management's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $8K in Q4 2017.
75 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.