MFP
FSD

Meridian Financial Partners’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Meridian Financial Partners’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
Q4 		– Sell
-52,504
Closed -$950K – 108
2024
Q3 		$950K Buy
+52,504
New +$647K 0.48% 48

Meridian Financial Partners's FSD Position: Q4 2024 in Review

Meridian Financial Partners sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q4 2024, closing a stake of 52,504 shares — an estimated $950K sold.

Meridian Financial Partners first reported a position in FSD in Q3 2024 and held it in 1 quarter. The position peaked at $950K in Q3 2024. 0 funds tracked by Wall St. Rank hold FSD as of Q4 2024.

  • Meridian Financial Partners reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q4 2024 after selling out during the quarter.
  • Meridian Financial Partners sold 52,504 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q4 2024, an estimated $950K.
  • Meridian Financial Partners first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q3 2024 and held it in 1 quarter.
  • Meridian Financial Partners's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $950K in Q3 2024.
  • 0 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q4 2024.

Based on Meridian Financial Partners's 13F filing for Q4 2024, filed 14 Jan 2025.