QFA
FSD

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

Quattro Financial 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
Q1 		– Sell
-24,233
Closed -$403K – 88
2017
Q4 		$403K Sell
24,233
-44,049
-65% -$732K 0.11% 49
2017
Q3 		$1.15M Buy
+68,282
New +$1.16M 0.34% 44

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
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Quattro Financial Advisors's FSD Position: Q1 2018 in Review

Quattro Financial Advisors sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q1 2018, closing a stake of 24,233 shares — an estimated $403K sold.

Quattro Financial Advisors first reported a position in FSD in Q3 2017 and held it in 2 quarters. The position peaked at $1.15M in Q3 2017. 67 funds tracked by Wall St. Rank hold FSD as of Q1 2018.

  • Quattro Financial Advisors reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q1 2018 after selling out during the quarter.
  • Quattro Financial Advisors sold 24,233 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q1 2018, an estimated $403K.
  • Quattro Financial Advisors first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q3 2017 and held it in 2 quarters.
  • Quattro Financial Advisors's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $1.15M in Q3 2017.
  • 67 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q1 2018.

Based on Quattro Financial Advisors's 13F filing for Q1 2018, filed 16 May 2018.