| Q4 2025 |
588 |
$161,288,542 |
+$23,097,339 |
-$32,003,258 |
-$8,905,919 |
MINT, GOOGL, TSLA, JAAA, VEU
|
13F-HR |
29 Jan 2026, 10:07 |
| Q3 2025 |
202 |
$168,584,636 |
+$12,928,581 |
-$20,289,651 |
-$7,361,070 |
MINT, GOOGL, AMZN, VEU, TSLA
|
13F-HR |
17 Nov 2025, 14:55 |
| Q2 2025 |
201 |
$166,746,406 |
+$18,655,771 |
-$20,419,955 |
-$1,764,184 |
MINT, AMZN, GOOGL, JAAA, VEU
|
13F-HR |
17 Jul 2025, 10:56 |
| Q1 2025 |
204 |
$161,122,818 |
+$72,640,105 |
-$2,125,378 |
+$70,514,727 |
MINT, JAAA, BRKB, AMZN, VEU
|
13F-HR |
13 May 2025, 11:55 |
| Q4 2024 |
136 |
$92,668,073 |
+$6,258,643 |
-$14,331,061 |
-$8,072,418 |
MINT, JAAA, DFEB, DFS, BSJQ
|
13F-HR |
03 Feb 2025, 16:21 |
| Q3 2024 |
138 |
$101,542,296 |
+$8,727,858 |
-$92,032,467 |
-$83,304,609 |
MINT, BSCO, HFRO, JAAA, DFEB
|
13F-HR |
12 Nov 2024, 10:24 |
| Q2 2024 |
595 |
$176,704,711 |
+$78,362,265 |
-$1,217,856 |
+$77,144,409 |
MINT, BSCO, HFRO, AMZN, BRKB
|
13F-HR |
12 Aug 2024, 14:17 |
| Q1 2024 |
137 |
$102,296,480 |
+$685,092 |
-$71,701,647 |
-$71,016,555 |
MINT, BSCO, HFRO, DFEB, PSEP
|
13F-HR |
08 May 2024, 14:53 |
| Q4 2023 |
209 |
$168,983,795 |
+$66,036,137 |
-$8,519,799 |
+$57,516,338 |
MINT, BSCO, HFRO, NXDT, DFEB
|
13F-HR |
23 Jan 2024, 16:42 |
| Q3 2023 |
139 |
$104,289,278 |
+$7,841,241 |
-$57,895,242 |
-$50,054,001 |
MINT, BSCO, VMW, HFRO, NXDT
|
13F-HR |
20 Oct 2023, 10:09 |
| Q2 2023 |
194 |
$159,474,658 |
+$19,351,461 |
-$8,464,065 |
+$10,887,396 |
MINT, BSCO, HFRO, NXDT, BSJQ
|
13F-HR |
25 Jul 2023, 16:58 |
| Q1 2023 |
180 |
$143,484,720 |
+$15,785,285 |
-$7,306,931 |
+$8,478,354 |
MINT, BSCO, HFRO, NXDT, BSJQ
|
13F-HR |
20 Apr 2023, 10:16 |
| Q4 2022 |
173 |
$135,058,803 |
+$40,336,211 |
-$18,304,231 |
+$22,031,980 |
HFRO, BSCO, MINT, NXDT, VTV
|
13F-HR |
25 Jan 2023, 13:57 |
| Q3 2022 |
157 |
$106,071,000 |
+$3,121,581 |
-$51,409,899 |
-$48,288,318 |
HFRO, NXDT, VB, VTV, VEU
|
13F-HR |
31 Oct 2022, 14:22 |
| Q2 2022 |
211 |
$165,539,000 |
+$16,775,542 |
-$28,745,573 |
-$11,970,031 |
NXDT, HFRO, BSJQ, IBDS, VEU
|
13F-HR |
18 Jul 2022, 11:55 |
| Q1 2022 |
229 |
$201,140,000 |
+$16,377,847 |
-$60,793,628 |
-$44,415,781 |
HFRO, NXDT, VEU, BSJQ, VB
|
13F-HR |
20 Apr 2022, 12:08 |
| Q4 2021 |
246 |
$247,847,000 |
+$72,496,366 |
-$24,902,062 |
+$47,594,304 |
HFRO, NXDT, VB, BSJQ, IBDS
|
13F-HR |
04 Jan 2022, 16:07 |
| Q3 2021 |
215 |
$194,718,000 |
+$14,674,676 |
-$63,347,224 |
-$48,672,548 |
HFRO, NXDT, BSCP, BSJQ, VB
|
13F-HR |
04 Nov 2021, 11:02 |
| Q2 2021 |
234 |
$247,549,000 |
+$32,864,155 |
-$40,059,505 |
-$7,195,350 |
NXDT, HFRO, VB, BSCP, VEU
|
13F-HR |
28 Jul 2021, 13:23 |
| Q1 2021 |
213 |
$240,481,000 |
+$54,279,186 |
-$19,370,417 |
+$34,908,769 |
HFRO, NXDT, AAPL, IBDO, BSCP
|
13F-HR |
21 Apr 2021, 13:55 |
| Q4 2020 |
210 |
$191,114,000 |
+$26,969,153 |
-$19,202,480 |
+$7,766,673 |
HFRO, BSCP, IBDO, BSJM, JRI
|
13F-HR |
27 Jan 2021, 13:55 |
| Q3 2020 |
190 |
$159,979,000 |
+$22,514,759 |
-$20,863,133 |
+$1,651,626 |
MINT, BSJM, IBDO, JRI, BSCP
|
13F-HR |
19 Oct 2020, 14:24 |
| Q2 2020 |
196 |
$155,542,000 |
+$28,333,193 |
-$77,568,490 |
-$49,235,297 |
MINT, JRI, EVV, RNP, FSD
|
13F-HR |
30 Jul 2020, 18:11 |
| Q1 2020 |
209 |
$179,776,000 |
+$40,891,403 |
-$38,647,463 |
+$2,243,940 |
BSV, MINT, LMBS, EVV, FSD
|
13F-HR |
28 Apr 2020, 15:33 |
| Q4 2019 |
232 |
$237,809,000 |
+$31,720,789 |
-$15,104,540 |
+$16,616,249 |
MINT, FSD, EVV, RNP, JRI
|
13F-HR |
16 Jan 2020, 13:39 |
| Q3 2019 |
224 |
$211,422,000 |
+$26,358,284 |
-$56,023,936 |
-$29,665,652 |
RNP, FSD, JRI, EVV, BSV
|
13F-HR |
15 Oct 2019, 11:39 |
| Q2 2019 |
236 |
$241,562,000 |
+$23,630,787 |
-$25,067,852 |
-$1,437,065 |
FSD, RNP, JRI, EVV, KMF
|
13F-HR |
19 Jul 2019, 09:59 |
| Q1 2019 |
240 |
$239,502,000 |
+$28,197,468 |
-$25,299,759 |
+$2,897,709 |
FSD, RNP, JRI, EVV, KMF
|
13F-HR |
25 Apr 2019, 11:07 |
| Q4 2018 |
219 |
$214,516,000 |
+$43,766,695 |
-$25,037,277 |
+$18,729,418 |
FSD, EVV, RNP, JRI, KMF
|
13F-HR |
12 Feb 2019, 17:07 |
| Q3 2018 |
209 |
$221,980,000 |
+$21,936,916 |
-$37,336,244 |
-$15,399,328 |
FSD, RNP, EVV, JRI, AINV
|
13F-HR |
13 Nov 2018, 10:08 |
| Q2 2018 |
209 |
$234,712,000 |
+$45,727,291 |
-$31,496,138 |
+$14,231,153 |
FSD, RNP, EVV, JRI, AINV
|
13F-HR |
13 Aug 2018, 13:16 |
| Q1 2018 |
189 |
$212,745,000 |
+$36,089,410 |
-$22,969,029 |
+$13,120,381 |
FSD, EVV, RNP, JRI, AINV
|
13F-HR |
14 May 2018, 16:19 |
| Q4 2017 |
185 |
$211,363,000 |
+$15,689,246 |
-$14,110,366 |
+$1,578,880 |
FSD, RNP, EVV, JRI, AINV
|
13F-HR |
06 Feb 2018, 10:47 |
| Q3 2017 |
178 |
$206,383,000 |
+$18,252,031 |
-$30,853,292 |
-$12,601,261 |
FSD, RNP, EVV, JRI, AINV
|
13F-HR |
13 Nov 2017, 09:43 |
| Q2 2017 |
185 |
$202,053,000 |
+$7,313,804 |
-$10,841,734 |
-$3,527,930 |
FSD, RNP, EVV, DRA, AINV
|
13F-HR |
31 Jul 2017, 16:15 |
| Q1 2017 |
187 |
$205,013,000 |
+$32,644,344 |
-$26,441,460 |
+$6,202,884 |
FSD, EVV, RNP, DRA, AINV
|
13F-HR |
28 Apr 2017, 16:32 |
| Q4 2016 |
161 |
$191,323,000 |
+$15,396,578 |
-$11,058,759 |
+$4,337,819 |
FSD, EVV, RNP, DRA, AINV
|
13F-HR |
20 Jan 2017, 15:39 |
| Q3 2016 |
167 |
$186,011,000 |
+$20,172,644 |
-$11,529,448 |
+$8,643,196 |
FSD, RNP, EVV, DRA, AINV
|
13F-HR |
04 Nov 2016, 15:22 |
| Q2 2016 |
167 |
$171,339,000 |
+$12,957,193 |
-$9,193,719 |
+$3,763,474 |
FSD, RNP, EVV, DRA, ACAS
|
13F-HR |
12 Aug 2016, 11:05 |
| Q1 2016 |
161 |
$162,811,000 |
+$7,797,744 |
-$7,110,431 |
+$687,313 |
FSD, RNP, EVV, DRA, ACAS
|
13F-HR |
09 May 2016, 12:00 |
| Q4 2015 |
151 |
$157,108,000 |
+$45,985,232 |
-$36,650,376 |
+$9,334,856 |
FSD, RNP, EVV, DRA, AINV
|
13F-HR |
08 Feb 2016, 15:51 |
| Q3 2015 |
152 |
$148,211,000 |
+$14,768,756 |
-$21,001,784 |
-$6,233,028 |
FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD), RNP, EVV, DRA, AINV
|
13F-HR |
13 Nov 2015, 12:13 |
| Q2 2015 |
174 |
$172,232,000 |
+$32,526,992 |
-$24,123,083 |
+$8,403,909 |
FIRST TRUST HIGH INC LONG/SHORT FUND (FSD), RNP, EVV, DRA, AINV
|
13F-HR |
23 Jul 2015, 13:54 |
| Q1 2015 |
169 |
$171,075,000 |
+$25,587,100 |
-$28,053,308 |
-$2,466,208 |
FIRST TRUST HIGH INC LONG/SHORT FUND (FSD), RNP, EVV, AINV, DRA
|
13F-HR |
30 Apr 2015, 11:59 |
| Q4 2014 |
172 |
$173,287,000 |
+$33,725,345 |
-$27,207,028 |
+$6,518,317 |
FIRST TRUST HIGH INC LONG/SHORT FUND (FSD), RNP, EVV, AINV, KYE
|
13F-HR |
04 Feb 2015, 16:48 |
| Q3 2014 |
160 |
$167,745,000 |
+$25,175,029 |
-$14,223,453 |
+$10,951,576 |
FSD, RNP, DRA, EVV, AINV
|
13F-HR |
06 Nov 2014, 16:54 |
| Q2 2014 |
157 |
$151,257,000 |
+$20,459,001 |
-$11,968,067 |
+$8,490,934 |
RNP, EVV, 0295SC, AINV, VCSH
|
13F-HR |
07 Aug 2014, 10:58 |
| Q1 2014 |
142 |
$148,205,000 |
+$12,023,944 |
-$22,065,588 |
-$10,041,644 |
FSD, RNP, EVV, 0295SC, AINV
|
13F-HR |
01 May 2014, 13:22 |
| Q4 2013 |
151 |
$154,938,000 |
$0 |
$0 |
$0 |
FSD, RNP, EVV, 0295SC, AINV
|
13F-HR |
24 Jan 2014, 15:21 |