High Net Worth Advisory Group’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

High Net Worth Advisory Group’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	-18,798	Closed	-$232K	–	231
2024 Q2	$232K	Buy	18,798 +354	+2%	+$4.19K	0.07%	191
2024 Q1	$220K	Buy	18,444 +2,216	+14%	+$26.1K	0.07%	195
2023 Q4	$196K	Buy	+16,228	New	+$178K	0.07%	194

Other funds holding FSD

MFP

Meridian Financial Partners Warrenton, Virginia $263M AUM 22.02% 1-Year Est. Return

High Net Worth Advisory Group's FSD Position: Q3 2024 in Review

High Net Worth Advisory Group sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q3 2024, closing a stake of 18,798 shares — an estimated $232K sold.

High Net Worth Advisory Group first reported a position in FSD in Q4 2023 and held it in 3 quarters. The position peaked at $232K in Q2 2024. 1 fund tracked by Wall St. Rank holds FSD as of Q3 2024.

High Net Worth Advisory Group reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q3 2024 after selling out during the quarter.
High Net Worth Advisory Group sold 18,798 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q3 2024, an estimated $232K.
High Net Worth Advisory Group first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q4 2023 and held it in 3 quarters.
High Net Worth Advisory Group's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $232K in Q2 2024.
1 fund tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q3 2024.

Based on High Net Worth Advisory Group's 13F filing for Q3 2024, filed 11 Oct 2024.