KIG
FSD

Kennedy Investment Group’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Kennedy Investment 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
-451,314
Closed -$5.57M – 128
2024
Q2 		$5.57M Buy
451,314
+3,514
+0.8% +$41.6K 2.82% 8
2024
Q1 		$5.34M Buy
447,800
+3,557
+0.8% +$41.8K 2.85% 6
2023
Q4 		$5.37M Buy
444,243
+8,419
+2% +$92.5K 3% 5
2023
Q3 		$4.67M Buy
435,824
+12,736
+3% +$142K 2.81% 6
2023
Q2 		$4.84M Buy
423,088
+21,169
+5% +$238K 2.83% 6
2023
Q1 		$4.56M Buy
401,919
+6,971
+2% +$80.8K 2.79% 6
2022
Q4 		$4.52M Buy
+394,948
New +$4.4M 2.88% 6

Other funds holding FSD

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

Kennedy Investment Group's FSD Position: Q3 2024 in Review

Kennedy Investment Group sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q3 2024, closing a stake of 451,314 shares — an estimated $5.57M sold.

Kennedy Investment Group first reported a position in FSD in Q4 2022 and held it in 7 quarters. The position peaked at $5.57M in Q2 2024. 1 fund tracked by Wall St. Rank holds FSD as of Q3 2024.

  • Kennedy Investment Group reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q3 2024 after selling out during the quarter.
  • Kennedy Investment Group sold 451,314 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q3 2024, an estimated $5.57M.
  • Kennedy Investment Group first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q4 2022 and held it in 7 quarters.
  • Kennedy Investment Group's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $5.57M in Q2 2024.
  • 1 fund tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q3 2024.

Based on Kennedy Investment Group's 13F filing for Q3 2024, filed 21 Oct 2024.