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

Kingswood Wealth 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
2024 Q3	–	Sell	-131,783	Closed	-$1.63M	–	773
2024 Q2	$1.63M	Sell	131,783 -1,207	-0.9%	-$14.3K	0.15%	140
2024 Q1	$1.59M	Sell	132,990 -918	-0.7%	-$10.8K	0.18%	139
2023 Q4	$1.62M	Hold	133,908	–	–	0.18%	128
2023 Q3	$1.44M	Hold	133,908	–	–	0.25%	109
2023 Q2	$1.53M	Buy	+133,908	New	+$1.5M	0.49%	49

Other funds holding FSD

MFP

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

Kingswood Wealth Advisors's FSD Position: Q3 2024 in Review

Kingswood Wealth Advisors sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q3 2024, closing a stake of 131,783 shares — an estimated $1.63M sold.

Kingswood Wealth Advisors first reported a position in FSD in Q2 2023 and held it in 5 quarters. The position peaked at $1.63M in Q2 2024. 1 fund tracked by Wall St. Rank holds FSD as of Q3 2024.

Kingswood Wealth Advisors reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q3 2024 after selling out during the quarter.
Kingswood Wealth Advisors sold 131,783 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q3 2024, an estimated $1.63M.
Kingswood Wealth Advisors first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q2 2023 and held it in 5 quarters.
Kingswood Wealth Advisors's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $1.63M in Q2 2024.
1 fund tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q3 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.