JWA
FSD

JFS Wealth Advisors’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

JFS Wealth Advisors’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
2021
Q2 		– Sell
-4
Closed – – 646
2021
Q1 		$0 Buy
+4
New +$60 ﹤0.01% 634

Other funds holding FSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JFS Wealth Advisors's FSD Position: Q2 2021 in Review

JFS Wealth Advisors sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q2 2021, closing a stake of 4 shares.

JFS Wealth Advisors first reported a position in FSD in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 67 funds tracked by Wall St. Rank hold FSD as of Q2 2021.

  • JFS Wealth Advisors reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q2 2021 after selling out during the quarter.
  • JFS Wealth Advisors sold 4 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q2 2021.
  • JFS Wealth Advisors first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q1 2021 and held it in 1 quarter.
  • JFS Wealth Advisors's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $0 in Q1 2021.
  • 67 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q2 2021.

Based on JFS Wealth Advisors's 13F filing for Q2 2021, filed 4 Aug 2021.