NFH
FSD

NEXT Financial Holdings’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

NEXT Financial Holdings’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
2019
Q1 		$23K Buy
+1,600
New +$22.8K 0.01% 932

Other funds holding FSD

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

NEXT Financial Holdings's FSD Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q1 2019: 1,600 shares worth $23K. The stake represents 0.01% of the portfolio and ranks #932 among its holdings.

66 funds tracked by Wall St. Rank hold FSD as of Q1 2019.

  • NEXT Financial Holdings held 1,600 shares of FIRST TRUST HIGH INCOME LONG/SHORT FUND worth $23K as of Q1 2019.
  • FIRST TRUST HIGH INCOME LONG/SHORT FUND was a new NEXT Financial Holdings position in Q1 2019.
  • FIRST TRUST HIGH INCOME LONG/SHORT FUND made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #932 holding.
  • 66 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.