Founders Financial Alliance’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Founders Financial Alliance’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	-22,865	Closed	-$282K	–	600
2024 Q2	$282K	Buy	22,865 +1,836	+9%	+$21.7K	0.08%	218
2024 Q1	$251K	Buy	21,029 +986	+5%	+$11.6K	0.08%	227
2023 Q4	$242K	Buy	20,043 +1,323	+7%	+$14.5K	0.09%	210
2023 Q3	$201K	Buy	18,720 +174	+0.9%	+$1.94K	0.09%	226
2023 Q2	$212K	Buy	18,546 +4,029	+28%	+$45.2K	0.08%	240
2023 Q1	$165K	Buy	14,517 +2,173	+18%	+$25.2K	0.08%	219
2022 Q4	$141K	Buy	12,344 +217	+2%	+$2.42K	0.06%	244
2022 Q3	$131K	Buy	12,127 +1,437	+13%	+$17K	0.07%	239
2022 Q2	$122K	Buy	+10,690	New	+$133K	0.06%	245
2020 Q4	–	Sell	-500	Closed	-$7K	–	1301
2020 Q3	$7K	Buy	+500	New	+$6.92K	﹤0.01%	895

Other funds holding FSD

MFP

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

Founders Financial Alliance's FSD Position: Q3 2024 in Review

Founders Financial Alliance sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q3 2024, closing a stake of 22,865 shares — an estimated $282K sold.

Founders Financial Alliance first reported a position in FSD in Q3 2020 and held it in 10 quarters. The position peaked at $282K in Q2 2024. 1 fund tracked by Wall St. Rank holds FSD as of Q3 2024.

Founders Financial Alliance reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q3 2024 after selling out during the quarter.
Founders Financial Alliance sold 22,865 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q3 2024, an estimated $282K.
Founders Financial Alliance first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q3 2020 and held it in 10 quarters.
Founders Financial Alliance's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $282K in Q2 2024.
1 fund tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q3 2024.

Based on Founders Financial Alliance's 13F filing for Q3 2024, filed 1 Nov 2024.