ICA Group Wealth Management’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

ICA Group Wealth Management’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 Q3	–	Sell	-120	Closed	-$1.38K	–	1302
2023 Q2	$1.38K	Buy	120 +3	+3%	+$34	﹤0.01%	1168
2023 Q1	$1.33K	Buy	117 +3	+3%	+$35	﹤0.01%	1131
2022 Q4	$1.31K	Buy	+114	New	+$1.27K	﹤0.01%	1155

Other funds holding FSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

KIG

Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

ICA Group Wealth Management's FSD Position: Q3 2023 in Review

ICA Group Wealth Management sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q3 2023, closing a stake of 120 shares — an estimated $1.38K sold.

ICA Group Wealth Management first reported a position in FSD in Q4 2022 and held it in 3 quarters. The position peaked at $1.38K in Q2 2023. 68 funds tracked by Wall St. Rank hold FSD as of Q3 2023.

ICA Group Wealth Management reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q3 2023 after selling out during the quarter.
ICA Group Wealth Management sold 120 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q3 2023, an estimated $1.38K.
ICA Group Wealth Management first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q4 2022 and held it in 3 quarters.
ICA Group Wealth Management's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $1.38K in Q2 2023.
68 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q3 2023.

Based on ICA Group Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.