MCC
FSD

Money Concepts Capital’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-689
Closed -$7.89K – 3082
2022
Q4 		$7.89K Buy
+689
New +$7.67K ﹤0.01% 2135
2022
Q2 		– Sell
-689
Closed -$9K – 2714
2022
Q1 		$9K Buy
+689
New +$9.66K ﹤0.01% 2011

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Money Concepts Capital's FSD Position: Q1 2023 in Review

Money Concepts Capital sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q1 2023, closing a stake of 689 shares — an estimated $7.89K sold.

Money Concepts Capital first reported a position in FSD in Q1 2022 and held it in 2 quarters. The position peaked at $9K in Q1 2022. 65 funds tracked by Wall St. Rank hold FSD as of Q1 2023.

  • Money Concepts Capital reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 689 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q1 2023, an estimated $7.89K.
  • Money Concepts Capital first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $9K in Q1 2022.
  • 65 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.