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

Gilliland Jeter 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	-2,080	Closed	-$25.7K	–	706
2024 Q2	$25.7K	Buy	2,080 +42	+2%	+$497	0.01%	359
2024 Q1	$24.3K	Buy	+2,038	New	+$24K	0.01%	353

Other funds holding FSD

MFP

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

Gilliland Jeter Wealth Management's FSD Position: Q3 2024 in Review

Gilliland Jeter Wealth Management sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q3 2024, closing a stake of 2,080 shares — an estimated $25.7K sold.

Gilliland Jeter Wealth Management first reported a position in FSD in Q1 2024 and held it in 2 quarters. The position peaked at $25.7K in Q2 2024. 1 fund tracked by Wall St. Rank holds FSD as of Q3 2024.

Gilliland Jeter Wealth Management reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q3 2024 after selling out during the quarter.
Gilliland Jeter Wealth Management sold 2,080 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q3 2024, an estimated $25.7K.
Gilliland Jeter Wealth Management first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q1 2024 and held it in 2 quarters.
Gilliland Jeter Wealth Management's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $25.7K in Q2 2024.
1 fund tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q3 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q3 2024, filed 17 Oct 2024.