HNWAG
FSD

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-18,798
Closed -$232K 230
2024
Q2
$232K Buy
18,798
+354
+2% +$4.37K 0.07% 191
2024
Q1
$220K Buy
18,444
+2,216
+14% +$26.4K 0.07% 195
2023
Q4
$196K Buy
+16,228
New +$196K 0.07% 194