RIA
FSD

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

Realta Investment 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
2019
Q3 		– Sell
-189
Closed -$3K – 1830
2019
Q2 		$3K Buy
+189
New +$2.76K ﹤0.01% 1522

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Realta Investment Advisors's FSD Position: Q3 2019 in Review

Realta Investment Advisors sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q3 2019, closing a stake of 189 shares — an estimated $3K sold.

Realta Investment Advisors first reported a position in FSD in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 67 funds tracked by Wall St. Rank hold FSD as of Q3 2019.

  • Realta Investment Advisors reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 189 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q3 2019, an estimated $3K.
  • Realta Investment Advisors first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q2 2019 and held it in 1 quarter.
  • Realta Investment Advisors's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $3K in Q2 2019.
  • 67 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.