MC
FSD

Moors & Cabot’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Moors & Cabot’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
Q4 		– Sell
-11,633
Closed -$162K – 787
2020
Q3 		$162K Buy
+11,633
New +$161K 0.02% 619

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
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

Moors & Cabot's FSD Position: Q4 2020 in Review

Moors & Cabot sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q4 2020, closing a stake of 11,633 shares — an estimated $162K sold.

Moors & Cabot first reported a position in FSD in Q3 2020 and held it in 1 quarter. The position peaked at $162K in Q3 2020. 75 funds tracked by Wall St. Rank hold FSD as of Q4 2020.

  • Moors & Cabot reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q4 2020 after selling out during the quarter.
  • Moors & Cabot sold 11,633 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q4 2020, an estimated $162K.
  • Moors & Cabot first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q3 2020 and held it in 1 quarter.
  • Moors & Cabot's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $162K in Q3 2020.
  • 75 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q4 2020.

Based on Moors & Cabot's 13F filing for Q4 2020, filed 11 Feb 2021.