LFA
FSD

LGT Financial Advisors’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

LGT Financial 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
2023
Q4 		– Sell
-5,000
Closed -$53.6K – 1004
2023
Q3 		$53.6K Buy
+5,000
New +$55.8K 0.07% 212

Other funds holding FSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

LGT Financial Advisors's FSD Position: Q4 2023 in Review

LGT Financial Advisors sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q4 2023, closing a stake of 5,000 shares — an estimated $53.6K sold.

LGT Financial Advisors first reported a position in FSD in Q3 2023 and held it in 1 quarter. The position peaked at $53.6K in Q3 2023. 76 funds tracked by Wall St. Rank hold FSD as of Q4 2023.

  • LGT Financial Advisors reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q4 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 5,000 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q4 2023, an estimated $53.6K.
  • LGT Financial Advisors first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q3 2023 and held it in 1 quarter.
  • LGT Financial Advisors's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $53.6K in Q3 2023.
  • 76 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.