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

ORG 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 Q3	–	Sell	-1,526	Closed	-$18.6K	–	1404
2024 Q2	$18.6K	Hold	1,526	–	–	﹤0.01%	1092
2024 Q1	$17.9K	Buy	+1,526	New	+$18K	0.03%	227

Other funds holding FSD

MFP

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

ORG Partners's FSD Position: Q3 2024 in Review

ORG Partners sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q3 2024, closing a stake of 1,526 shares — an estimated $18.6K sold.

ORG Partners first reported a position in FSD in Q1 2024 and held it in 2 quarters. The position peaked at $18.6K in Q2 2024. 1 fund tracked by Wall St. Rank holds FSD as of Q3 2024.

ORG Partners reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q3 2024 after selling out during the quarter.
ORG Partners sold 1,526 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q3 2024, an estimated $18.6K.
ORG Partners first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q1 2024 and held it in 2 quarters.
ORG Partners's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $18.6K in Q2 2024.
1 fund tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q3 2024.

Based on ORG Partners's 13F filing for Q3 2024, filed 11 Oct 2024.