RFA
FSD

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

Register Financial 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
-1,542
Closed -$19K – 729
2024
Q2 		$19K Buy
1,542
+3
+0.2% +$35 0.01% 460
2024
Q1 		$18.4K Buy
+1,539
New +$18.1K 0.01% 460

Other funds holding FSD

MFP
Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return

Register Financial Advisors's FSD Position: Q3 2024 in Review

Register Financial Advisors sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q3 2024, closing a stake of 1,542 shares — an estimated $19K sold.

Register Financial Advisors first reported a position in FSD in Q1 2024 and held it in 2 quarters. The position peaked at $19K in Q2 2024. 1 fund tracked by Wall St. Rank holds FSD as of Q3 2024.

  • Register Financial Advisors reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q3 2024 after selling out during the quarter.
  • Register Financial Advisors sold 1,542 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q3 2024, an estimated $19K.
  • Register Financial Advisors first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q1 2024 and held it in 2 quarters.
  • Register Financial Advisors's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $19K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.