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

Insight 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 Q4	–	Sell	-10,600	Closed	-$114K	–	295
2023 Q3	$114K	Hold	10,600	–	–	0.03%	266
2023 Q2	$121K	Hold	10,600	–	–	0.03%	273
2023 Q1	$120K	Hold	10,600	–	–	0.03%	287
2022 Q4	$120K	Hold	10,600	–	–	0.04%	305
2022 Q3	$115K	Hold	10,600	–	–	0.05%	274
2022 Q2	$132K	Hold	10,600	–	–	0.04%	291
2022 Q1	$143K	Hold	10,600	–	–	0.04%	308
2021 Q4	$165K	Buy	+10,600	New	+$167K	0.05%	302
2021 Q3	–	Sell	-10,600	Closed	-$169K	–	338
2021 Q2	$169K	Hold	10,600	–	–	0.05%	298
2021 Q1	$164K	Hold	10,600	–	–	0.05%	319
2020 Q4	$157K	Buy	+10,600	New	+$151K	0.06%	259

Other funds holding FSD

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

KIG

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

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

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

RJA

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

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

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Insight Advisors's FSD Position: Q4 2023 in Review

Insight Advisors sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q4 2023, closing a stake of 10,600 shares — an estimated $114K sold.

Insight Advisors first reported a position in FSD in Q4 2020 and held it in 11 quarters. The position peaked at $169K in Q2 2021. 76 funds tracked by Wall St. Rank hold FSD as of Q4 2023.

Insight Advisors reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q4 2023 after selling out during the quarter.
Insight Advisors sold 10,600 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q4 2023, an estimated $114K.
Insight Advisors first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q4 2020 and held it in 11 quarters.
Insight Advisors's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $169K in Q2 2021.
76 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q4 2023.

Based on Insight Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.