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FSD

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

NewEdge 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
-104,758
Closed -$1.29M – 3995
2024
Q2 		$1.29M Buy
104,758
+61,111
+140% +$723K 0.01% 946
2024
Q1 		$521K Sell
43,647
-4,723
-10% -$55.6K ﹤0.01% 1327
2023
Q4 		$577K Buy
48,370
+2,851
+6% +$31.3K 0.01% 1208
2023
Q3 		$488K Sell
45,519
-5,000
-10% -$55.8K 0.01% 1183
2023
Q2 		$578K Buy
50,519
+875
+2% +$9.82K 0.01% 1110
2023
Q1 		$548K Sell
49,644
-5,312
-10% -$61.5K 0.01% 1070
2022
Q4 		$621K Buy
54,956
+6,212
+13% +$69.2K 0.02% 693
2022
Q3 		$529K Buy
48,744
+1,700
+4% +$20.1K 0.01% 936
2022
Q2 		$536K Buy
47,044
+1,505
+3% +$18.7K 0.01% 950
2022
Q1 		$613K Buy
45,539
+5,500
+14% +$77.1K 0.01% 796
2021
Q4 		$624K Buy
+40,039
New +$630K 0.01% 973

Other funds holding FSD

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

NewEdge Advisors's FSD Position: Q3 2024 in Review

NewEdge Advisors sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q3 2024, closing a stake of 104,758 shares — an estimated $1.29M sold.

NewEdge Advisors first reported a position in FSD in Q4 2021 and held it in 11 quarters. The position peaked at $1.29M in Q2 2024. 1 fund tracked by Wall St. Rank holds FSD as of Q3 2024.

  • NewEdge Advisors reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q3 2024 after selling out during the quarter.
  • NewEdge Advisors sold 104,758 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q3 2024, an estimated $1.29M.
  • NewEdge Advisors first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q4 2021 and held it in 11 quarters.
  • NewEdge Advisors's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $1.29M in Q2 2024.
  • 1 fund tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q3 2024.

Based on NewEdge Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.