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

Activest 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
2024 Q3	–	Sell	-5,782	Closed	-$71.3K	–	619
2024 Q2	$71.3K	Buy	+5,782	New	+$68.4K	0.02%	144

Other funds holding FSD

MFP

Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return

Activest Wealth Management's FSD Position: Q3 2024 in Review

Activest Wealth Management sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q3 2024, closing a stake of 5,782 shares — an estimated $71.3K sold.

Activest Wealth Management first reported a position in FSD in Q2 2024 and held it in 1 quarter. The position peaked at $71.3K in Q2 2024. 1 fund tracked by Wall St. Rank holds FSD as of Q3 2024.

Activest Wealth Management reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q3 2024 after selling out during the quarter.
Activest Wealth Management sold 5,782 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q3 2024, an estimated $71.3K.
Activest Wealth Management first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q2 2024 and held it in 1 quarter.
Activest Wealth Management's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $71.3K in Q2 2024.
1 fund tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q3 2024.

Based on Activest Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.