SWP
FSD

Stratos Wealth Partners’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Stratos Wealth Partners’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
Q2 		– Sell
-4,275
Closed -$64K – 2700
2018
Q1 		$64K Buy
+4,275
New +$68.6K ﹤0.01% 1446

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
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Stratos Wealth Partners's FSD Position: Q2 2018 in Review

Stratos Wealth Partners sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q2 2018, closing a stake of 4,275 shares — an estimated $64K sold.

Stratos Wealth Partners first reported a position in FSD in Q1 2018 and held it in 1 quarter. The position peaked at $64K in Q1 2018. 75 funds tracked by Wall St. Rank hold FSD as of Q2 2018.

  • Stratos Wealth Partners reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 4,275 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q2 2018, an estimated $64K.
  • Stratos Wealth Partners first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q1 2018 and held it in 1 quarter.
  • Stratos Wealth Partners's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $64K in Q1 2018.
  • 75 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.