LA
FSD

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

LexAurum 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
2020
Q2 		– Sell
-11,050
Closed -$134K – 224
2020
Q1 		$134K Buy
+11,050
New +$161K 0.09% 173

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

LexAurum Advisors's FSD Position: Q2 2020 in Review

LexAurum Advisors sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q2 2020, closing a stake of 11,050 shares — an estimated $134K sold.

LexAurum Advisors first reported a position in FSD in Q1 2020 and held it in 1 quarter. The position peaked at $134K in Q1 2020. 66 funds tracked by Wall St. Rank hold FSD as of Q2 2020.

  • LexAurum Advisors reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q2 2020 after selling out during the quarter.
  • LexAurum Advisors sold 11,050 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q2 2020, an estimated $134K.
  • LexAurum Advisors first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q1 2020 and held it in 1 quarter.
  • LexAurum Advisors's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $134K in Q1 2020.
  • 66 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q2 2020.

Based on LexAurum Advisors's 13F filing for Q2 2020, filed 22 Jul 2020.