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

EverSource 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 Q3	–	Sell	-123	Closed	-$1.41K	–	2689
2023 Q2	$1.41K	Hold	123	–	–	﹤0.01%	2115
2023 Q1	$1.4K	Hold	123	–	–	﹤0.01%	2038
2022 Q4	$1.41K	Hold	123	–	–	﹤0.01%	2015
2022 Q3	$1K	Buy	+123	New	+$1.45K	﹤0.01%	1939

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

Americana Partners Houston, Texas $3.85B AUM 23.11% 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

RJA

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

EverSource Wealth Advisors's FSD Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q3 2023, closing a stake of 123 shares — an estimated $1.41K sold.

EverSource Wealth Advisors first reported a position in FSD in Q3 2022 and held it in 4 quarters. The position peaked at $1.41K in Q4 2022. 68 funds tracked by Wall St. Rank hold FSD as of Q3 2023.

EverSource Wealth Advisors reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q3 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 123 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q3 2023, an estimated $1.41K.
EverSource Wealth Advisors first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q3 2022 and held it in 4 quarters.
EverSource Wealth Advisors's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $1.41K in Q4 2022.
68 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.