RGF
FSD

Retirement Guys Formula’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Retirement Guys Formula’s Portfolio FSD Stock Details FSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-23,053
Closed -$250K – 142
2022
Q3 		$250K Sell
23,053
-5,632
-20% -$61.1K 0.26% 104
2022
Q2 		$327K Buy
28,685
+6,955
+32% +$79.3K 0.34% 87
2022
Q1 		$293K Buy
21,730
+1,359
+7% +$18.3K 0.2% 92
2021
Q4 		$318K Buy
+20,371
New +$318K 0.25% 76