Gen-Wealth Partners’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Gen-Wealth Partners’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	-401	Closed	-$4.95K	–	727
2024 Q2	$4.95K	Sell	401 -500	-55%	-$5.91K	﹤0.01%	518
2024 Q1	$10.7K	Buy	+901	New	+$10.6K	0.01%	452

Other funds holding FSD

MFP

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

Gen-Wealth Partners's FSD Position: Q3 2024 in Review

Gen-Wealth Partners sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q3 2024, closing a stake of 401 shares — an estimated $4.95K sold.

Gen-Wealth Partners first reported a position in FSD in Q1 2024 and held it in 2 quarters. The position peaked at $10.7K in Q1 2024. 1 fund tracked by Wall St. Rank holds FSD as of Q3 2024.

Gen-Wealth Partners reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q3 2024 after selling out during the quarter.
Gen-Wealth Partners sold 401 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q3 2024, an estimated $4.95K.
Gen-Wealth Partners first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q1 2024 and held it in 2 quarters.
Gen-Wealth Partners's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $10.7K in Q1 2024.
1 fund tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q3 2024.

Based on Gen-Wealth Partners's 13F filing for Q3 2024, filed 13 Nov 2024.