MSI Financial Services’s First Trust CBOE S&P 500 VIX Tail Hedge Fund VIXH Stock Holding History

MSI Financial Services’s Portfolio VIXH Stock Details VIXH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-650	Closed	-$16K	–	4163
2016 Q3	$16K	Buy	+650	New	+$15.6K	﹤0.01%	2532

Other funds holding VIXH

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MSI Financial Services's VIXH Position: Q4 2016 in Review

MSI Financial Services sold out of First Trust CBOE S&P 500 VIX Tail Hedge Fund (VIXH) in Q4 2016, closing a stake of 650 shares — an estimated $16K sold.

MSI Financial Services first reported a position in VIXH in Q3 2016 and held it in 1 quarter. The position peaked at $16K in Q3 2016. 6 funds tracked by Wall St. Rank hold VIXH as of Q4 2016.

MSI Financial Services reported no remaining First Trust CBOE S&P 500 VIX Tail Hedge Fund position as of Q4 2016 after selling out during the quarter.
MSI Financial Services sold 650 First Trust CBOE S&P 500 VIX Tail Hedge Fund shares in Q4 2016, an estimated $16K.
MSI Financial Services first reported a position in First Trust CBOE S&P 500 VIX Tail Hedge Fund in Q3 2016 and held it in 1 quarter.
MSI Financial Services's First Trust CBOE S&P 500 VIX Tail Hedge Fund position peaked at $16K in Q3 2016.
6 funds tracked by Wall St. Rank held First Trust CBOE S&P 500 VIX Tail Hedge Fund as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.