TPCW
FSD

TD Private Client Wealth’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

TD Private Client Wealth’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
2023
Q1 		– Sell
-2,000
Closed -$22.9K – 1274
2022
Q4 		$22.9K Hold
2,000
– – ﹤0.01% 895
2022
Q3 		$21.7K Hold
2,000
– – ﹤0.01% 895
2022
Q2 		$22.8K Hold
2,000
– – ﹤0.01% 892
2022
Q1 		$26.9K Hold
2,000
– – ﹤0.01% 891
2021
Q4 		$31.2K Hold
2,000
– – ﹤0.01% 806
2021
Q3 		$31.8K Hold
2,000
– – ﹤0.01% 800
2021
Q2 		$31.5K Buy
+2,000
New +$30.7K ﹤0.01% 801

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
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TD Private Client Wealth's FSD Position: Q1 2023 in Review

TD Private Client Wealth sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q1 2023, closing a stake of 2,000 shares — an estimated $22.9K sold.

TD Private Client Wealth first reported a position in FSD in Q2 2021 and held it in 7 quarters. The position peaked at $31.8K in Q3 2021. 65 funds tracked by Wall St. Rank hold FSD as of Q1 2023.

  • TD Private Client Wealth reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q1 2023 after selling out during the quarter.
  • TD Private Client Wealth sold 2,000 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q1 2023, an estimated $22.9K.
  • TD Private Client Wealth first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q2 2021 and held it in 7 quarters.
  • TD Private Client Wealth's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $31.8K in Q3 2021.
  • 65 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q1 2023.

Based on TD Private Client Wealth's 13F filing for Q1 2023, filed 16 Aug 2024.