NWF Advisory Services’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

NWF Advisory Services’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	-18,226	Closed	-$225K	–	362
2024 Q2	$225K	Hold	18,226	–	–	0.04%	265
2024 Q1	$217K	Hold	18,226	–	–	0.04%	267
2023 Q4	$220K	Hold	18,226	–	–	0.04%	244
2023 Q3	$195K	Hold	18,226	–	–	0.05%	243
2023 Q2	$209K	Hold	18,226	–	–	0.05%	231
2023 Q1	$209K	Buy	+18,226	New	+$211K	0.05%	230

Other funds holding FSD

MFP

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

NWF Advisory Services's FSD Position: Q3 2024 in Review

NWF Advisory Services sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q3 2024, closing a stake of 18,226 shares — an estimated $225K sold.

NWF Advisory Services first reported a position in FSD in Q1 2023 and held it in 6 quarters. The position peaked at $225K in Q2 2024. 1 fund tracked by Wall St. Rank holds FSD as of Q3 2024.

NWF Advisory Services reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q3 2024 after selling out during the quarter.
NWF Advisory Services sold 18,226 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q3 2024, an estimated $225K.
NWF Advisory Services first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q1 2023 and held it in 6 quarters.
NWF Advisory Services's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $225K in Q2 2024.
1 fund tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q3 2024.

Based on NWF Advisory Services's 13F filing for Q3 2024, filed 6 Oct 2025.