HGERS
FSD

Householder Group Estate & Retirement Specialist’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q1 		$4K Buy
+396
New +$4.59K ﹤0.01% 1015

Other funds holding FSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FSD Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q1 2023: 396 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #1015 among its holdings.

65 funds tracked by Wall St. Rank hold FSD as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 396 shares of FIRST TRUST HIGH INCOME LONG/SHORT FUND worth $4K as of Q1 2023.
  • FIRST TRUST HIGH INCOME LONG/SHORT FUND was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
  • FIRST TRUST HIGH INCOME LONG/SHORT FUND made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #1015 holding.
  • 65 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.