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

Titus 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 Q1	–	Sell	-10,600	Closed	-$157K	–	149
2020 Q4	$157K	Sell	10,600 -4,900	-32%	-$69.6K	0.1%	136
2020 Q3	$216K	Sell	15,500 -4,000	-21%	-$55.4K	0.15%	109
2020 Q2	$259K	Sell	19,500 -2,500	-11%	-$32.7K	0.2%	85
2020 Q1	$268K	Buy	+22,000	New	+$321K	0.25%	72

Other funds holding FSD

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Titus Wealth Management's FSD Position: Q1 2021 in Review

Titus Wealth Management sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q1 2021, closing a stake of 10,600 shares — an estimated $157K sold.

Titus Wealth Management first reported a position in FSD in Q1 2020 and held it in 4 quarters. The position peaked at $268K in Q1 2020. 73 funds tracked by Wall St. Rank hold FSD as of Q1 2021.

Titus Wealth Management reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q1 2021 after selling out during the quarter.
Titus Wealth Management sold 10,600 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q1 2021, an estimated $157K.
Titus Wealth Management first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q1 2020 and held it in 4 quarters.
Titus Wealth Management's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $268K in Q1 2020.
73 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q1 2021.

Based on Titus Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.