HI
FSD

Harbour Investments’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Harbour Investments’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
-10,886
Closed -$134K – 3509
2024
Q2 		$134K Sell
10,886
-207
-2% -$2.45K ﹤0.01% 1106
2024
Q1 		$132K Sell
11,093
-130
-1% -$1.53K ﹤0.01% 1090
2023
Q4 		$136K Sell
11,223
-552
-5% -$6.06K 0.01% 1012
2023
Q3 		$126K Hold
11,775
– – 0.01% 960
2023
Q2 		$135K Sell
11,775
-2,334
-17% -$26.2K 0.01% 936
2023
Q1 		$160K Sell
14,109
-302
-2% -$3.5K 0.01% 847
2022
Q4 		$165K Sell
14,411
-3,043
-17% -$33.9K 0.01% 812
2022
Q3 		$199K Hold
17,454
– – 0.01% 690
2022
Q2 		$199K Buy
+17,454
New +$216K 0.01% 690
2021
Q4 		$270K Sell
17,323
-8,548
-33% -$135K 0.02% 610
2021
Q3 		$411K Sell
25,871
-5,727
-18% -$91.1K 0.01% 725
2021
Q2 		$498K Sell
31,598
-3,190
-9% -$48.9K 0.02% 676
2021
Q1 		$526K Buy
+34,788
New +$519K 0.02% 596

Other funds holding FSD

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

Harbour Investments's FSD Position: Q3 2024 in Review

Harbour Investments sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q3 2024, closing a stake of 10,886 shares — an estimated $134K sold.

Harbour Investments first reported a position in FSD in Q1 2021 and held it in 13 quarters. The position peaked at $526K in Q1 2021. 1 fund tracked by Wall St. Rank holds FSD as of Q3 2024.

  • Harbour Investments reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q3 2024 after selling out during the quarter.
  • Harbour Investments sold 10,886 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q3 2024, an estimated $134K.
  • Harbour Investments first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q1 2021 and held it in 13 quarters.
  • Harbour Investments's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $526K in Q1 2021.
  • 1 fund tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q3 2024.

Based on Harbour Investments's 13F filing for Q3 2024, filed 4 Nov 2024.