KWA
FSD
Kingswood Wealth Advisors’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$14.9K | 0.15% | 140 |
|
|
2024
Q1 | $1.59M | Sell |
132,990
-918
| -0.7% | -$11K | 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 | +$1.53M | 0.49% | 49 |
|