PFS
FSD

Prospera Financial Services’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Prospera Financial Services’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
2022
Q2 		– Sell
-1,038
Closed -$14K – 2702
2022
Q1 		$14K Buy
+1,038
New +$14.6K ﹤0.01% 1904

Other funds holding FSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prospera Financial Services's FSD Position: Q2 2022 in Review

Prospera Financial Services sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q2 2022, closing a stake of 1,038 shares — an estimated $14K sold.

Prospera Financial Services first reported a position in FSD in Q1 2022 and held it in 1 quarter. The position peaked at $14K in Q1 2022. 64 funds tracked by Wall St. Rank hold FSD as of Q2 2022.

  • Prospera Financial Services reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 1,038 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q2 2022, an estimated $14K.
  • Prospera Financial Services first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $14K in Q1 2022.
  • 64 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.