BDO Wealth Advisors’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

BDO Wealth Advisors’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 Q2	$95.8K	Sell	8,378 -1,000	-11%	-$11.2K	0.01%	349
2023 Q1	$106K	Sell	9,378 -7,293	-44%	-$84.5K	0.01%	316
2022 Q4	$191K	Sell	16,671 -2,795	-14%	-$31.1K	0.02%	266
2022 Q3	$211K	Sell	19,466 -2,142	-10%	-$25.3K	0.03%	242
2022 Q2	$246K	Hold	21,608	–	–	0.03%	233
2022 Q1	$291K	Hold	21,608	–	–	0.03%	223
2021 Q4	$337K	Hold	21,608	–	–	0.04%	220
2021 Q3	$343K	Sell	21,608 -4	-0%	-$64	0.04%	219
2021 Q2	$340K	Sell	21,612 -1,215	-5%	-$18.6K	0.04%	227
2021 Q1	$345K	Buy	+22,827	New	+$340K	0.04%	216

Other funds holding FSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

KIG

Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BDO Wealth Advisors's FSD Position: Q2 2023 in Review

BDO Wealth Advisors reduced its FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) stake by 11% in Q2 2023, selling an estimated $11.2K and leaving 8,378 shares worth $95.8K. The position accounts for 0.01% of the portfolio, ranked #349.

BDO Wealth Advisors first reported a position in FSD in Q1 2021 and has held it in 10 quarters since. The position peaked at $345K in Q1 2021. 62 funds tracked by Wall St. Rank hold FSD as of Q2 2023.

BDO Wealth Advisors held 8,378 shares of FIRST TRUST HIGH INCOME LONG/SHORT FUND worth $95.8K as of Q2 2023.
BDO Wealth Advisors sold 1,000 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q2 2023, an estimated $11.2K.
FIRST TRUST HIGH INCOME LONG/SHORT FUND made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #349 holding.
BDO Wealth Advisors first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $345K in Q1 2021.
62 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.