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

LM 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	-71,529	Closed	-$883K	–	186
2024 Q2	$883K	Sell	71,529 -1,457	-2%	-$17.2K	﹤0.01%	99
2024 Q1	$871K	Buy	+72,986	New	+$859K	0.14%	105

Other funds holding FSD

MFP

Meridian Financial Partners Warrenton, Virginia $263M AUM 22.02% 1-Year Est. Return

LM Advisors's FSD Position: Q3 2024 in Review

LM Advisors sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q3 2024, closing a stake of 71,529 shares — an estimated $883K sold.

LM Advisors first reported a position in FSD in Q1 2024 and held it in 2 quarters. The position peaked at $883K in Q2 2024. 1 fund tracked by Wall St. Rank holds FSD as of Q3 2024.

LM Advisors reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q3 2024 after selling out during the quarter.
LM Advisors sold 71,529 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q3 2024, an estimated $883K.
LM Advisors first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q1 2024 and held it in 2 quarters.
LM Advisors's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $883K in Q2 2024.
1 fund tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q3 2024.

Based on LM Advisors's 13F filing for Q3 2024, filed 7 Nov 2024.