Kestra Private Wealth Services’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $223K | Sell |
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|
2024
Q1 | $269K | Buy |
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|
2023
Q4 | $269K | Sell |
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|
2023
Q3 | $275K | Buy |
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|
2023
Q2 | – | Sell |
|
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|
2023
Q1 | $121K | Sell |
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|
2022
Q4 | $286K | Sell |
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|
2022
Q3 | $334K | Sell |
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|
2022
Q2 | $397K | Buy |
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|
2022
Q1 | $462K | Buy |
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|
2021
Q4 | $530K | Buy |
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|
2021
Q3 | $534K | Buy |
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|
2021
Q2 | $523K | Sell |
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|
2021
Q1 | $517K | Buy |
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|
2020
Q4 | $487K | Buy |
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|
2020
Q3 | $436K | Buy |
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