Independent Financial Group’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Independent Financial Group’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	-11,303	Closed	-$139K	–	1216
2024 Q2	$139K	Hold	11,303	–	–	0.01%	1043
2024 Q1	$135K	Buy	+11,303	New	+$133K	0.01%	976

Other funds holding FSD

MFP

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

Independent Financial Group's FSD Position: Q3 2024 in Review

Independent Financial Group sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q3 2024, closing a stake of 11,303 shares — an estimated $139K sold.

Independent Financial Group first reported a position in FSD in Q1 2024 and held it in 2 quarters. The position peaked at $139K in Q2 2024. 1 fund tracked by Wall St. Rank holds FSD as of Q3 2024.

Independent Financial Group reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q3 2024 after selling out during the quarter.
Independent Financial Group sold 11,303 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q3 2024, an estimated $139K.
Independent Financial Group first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q1 2024 and held it in 2 quarters.
Independent Financial Group's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $139K in Q2 2024.
1 fund tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q3 2024.

Based on Independent Financial Group's 13F filing for Q3 2024, filed 12 Jun 2026.