IFP Advisors’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

IFP Advisors’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	–	Sell	-1,322	Closed	-$19K	–	4544
2022 Q4	$19K	Buy	1,322 +102	+8%	+$1.14K	﹤0.01%	2947
2022 Q3	$18K	Buy	1,220 +12	+1%	+$142	﹤0.01%	3215
2022 Q2	$18K	Hold	1,208	–	–	﹤0.01%	2969
2022 Q1	$18K	Buy	+1,208	New	+$16.9K	﹤0.01%	2969
2019 Q1	$7K	Sell	500 -350	-41%	-$5K	﹤0.01%	1762
2018 Q4	$11K	Sell	850 -3,000	-78%	-$41.8K	﹤0.01%	2476
2018 Q3	$57K	Hold	3,850	–	–	﹤0.01%	1831
2018 Q2	$57K	Hold	3,850	–	–	﹤0.01%	1844
2018 Q1	$64K	Hold	3,850	–	–	﹤0.01%	1669
2017 Q4	$64K	Hold	3,850	–	–	﹤0.01%	1686
2017 Q3	$66K	Buy	3,850 +500	+15%	+$8.49K	﹤0.01%	1825
2017 Q2	$58K	Sell	3,350 -750	-18%	-$12.8K	﹤0.01%	1871
2017 Q1	$68K	Sell	4,100 -1,128	-22%	-$18.8K	﹤0.01%	1743
2016 Q4	$84K	Hold	5,228	–	–	﹤0.01%	1559
2016 Q3	$82K	Hold	5,228	–	–	﹤0.01%	1500
2016 Q2	$78K	Buy	5,228 +4,728	+946%	+$69.5K	﹤0.01%	1488
2016 Q1	$7K	Sell	500 -7,550	-94%	-$105K	﹤0.01%	1760
2015 Q4	$113K	Buy	+8,050	New	+$115K	0.01%	1116

Other funds holding FSD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

RJA

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

IFP Advisors's FSD Position: Q1 2023 in Review

IFP Advisors sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q1 2023, closing a stake of 1,322 shares — an estimated $19K sold.

IFP Advisors first reported a position in FSD in Q4 2015 and held it in 18 quarters. The position peaked at $113K in Q4 2015. 65 funds tracked by Wall St. Rank hold FSD as of Q1 2023.

IFP Advisors reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 1,322 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q1 2023, an estimated $19K.
IFP Advisors first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q4 2015 and held it in 18 quarters.
IFP Advisors's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $113K in Q4 2015.
65 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.