KWA
FSD

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
2024
Q2 		$1.63M Sell
2024
Q1 		$1.59M Sell
2023
Q4 		$1.62M Hold
2023
Q3 		$1.44M Hold
2023
Q2 		$1.53M Buy