HM Payson & Co’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

HM Payson & Co’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	-500	Closed	-$6.17K	–	1185
2024 Q2	$6.17K	Hold	500	–	–	﹤0.01%	879
2024 Q1	$5.96K	Hold	500	–	–	﹤0.01%	858
2023 Q4	$6.04K	Buy	+500	New	+$5.49K	﹤0.01%	856

Other funds holding FSD

MFP

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

HM Payson & Co's FSD Position: Q3 2024 in Review

HM Payson & Co sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q3 2024, closing a stake of 500 shares — an estimated $6.17K sold.

HM Payson & Co first reported a position in FSD in Q4 2023 and held it in 3 quarters. The position peaked at $6.17K in Q2 2024. 1 fund tracked by Wall St. Rank holds FSD as of Q3 2024.

HM Payson & Co reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q3 2024 after selling out during the quarter.
HM Payson & Co sold 500 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q3 2024, an estimated $6.17K.
HM Payson & Co first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q4 2023 and held it in 3 quarters.
HM Payson & Co's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $6.17K in Q2 2024.
1 fund tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q3 2024.

Based on HM Payson & Co's 13F filing for Q3 2024, filed 28 Oct 2024.