PA
FSD

Parallel Advisors’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Parallel Advisors’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
2018
Q4 		– Sell
-113
Closed -$2K – 2326
2018
Q3 		$2K Hold
113
– – ﹤0.01% 2073
2018
Q2 		$1K Hold
113
– – ﹤0.01% 2036
2018
Q1 		$2K Hold
113
– – ﹤0.01% 1904
2017
Q4 		$2K Hold
113
– – ﹤0.01% 1913
2017
Q3 		$2K Buy
+113
New +$1.92K ﹤0.01% 1915

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 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
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 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

Parallel Advisors's FSD Position: Q4 2018 in Review

Parallel Advisors sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q4 2018, closing a stake of 113 shares — an estimated $2K sold.

Parallel Advisors first reported a position in FSD in Q3 2017 and held it in 5 quarters. The position peaked at $2K in Q3 2018. 68 funds tracked by Wall St. Rank hold FSD as of Q4 2018.

  • Parallel Advisors reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q4 2018 after selling out during the quarter.
  • Parallel Advisors sold 113 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q4 2018, an estimated $2K.
  • Parallel Advisors first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q3 2017 and held it in 5 quarters.
  • Parallel Advisors's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $2K in Q3 2018.
  • 68 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q4 2018.

Based on Parallel Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.