MFW
FSD

Mosaic Family Wealth’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Mosaic Family Wealth’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
2017
Q4 		– Sell
-755
Closed -$13K – 946
2017
Q3 		$13K Buy
+755
New +$12.8K 0.01% 547

Other funds holding FSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Mosaic Family Wealth's FSD Position: Q4 2017 in Review

Mosaic Family Wealth sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q4 2017, closing a stake of 755 shares — an estimated $13K sold.

Mosaic Family Wealth first reported a position in FSD in Q3 2017 and held it in 1 quarter. The position peaked at $13K in Q3 2017. 60 funds tracked by Wall St. Rank hold FSD as of Q4 2017.

  • Mosaic Family Wealth reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 755 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q4 2017, an estimated $13K.
  • Mosaic Family Wealth first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $13K in Q3 2017.
  • 60 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.