RWM
FSD

RBA Wealth Management’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

RBA Wealth Management’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
2021
Q2 		– Sell
-189
Closed -$2.87K – 227
2021
Q1 		$2.87K Buy
+189
New +$2.82K ﹤0.01% 188

Other funds holding FSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RBA Wealth Management's FSD Position: Q2 2021 in Review

RBA Wealth Management sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q2 2021, closing a stake of 189 shares — an estimated $2.87K sold.

RBA Wealth Management first reported a position in FSD in Q1 2021 and held it in 1 quarter. The position peaked at $2.87K in Q1 2021. 67 funds tracked by Wall St. Rank hold FSD as of Q2 2021.

  • RBA Wealth Management reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q2 2021 after selling out during the quarter.
  • RBA Wealth Management sold 189 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q2 2021, an estimated $2.87K.
  • RBA Wealth Management first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q1 2021 and held it in 1 quarter.
  • RBA Wealth Management's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $2.87K in Q1 2021.
  • 67 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q2 2021.

Based on RBA Wealth Management's 13F filing for Q2 2021, filed 22 Jul 2021.