Royal Capital Wealth Management’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Royal Capital Wealth Management’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
2023 Q3	–	Sell	-18,140	Closed	-$208K	–	102
2023 Q2	$208K	Sell	18,140 -536	-3%	-$6.02K	0.2%	91
2023 Q1	$212K	Sell	18,676 -1,345	-7%	-$15.6K	0.21%	90
2022 Q4	$229K	Buy	20,021 +207	+1%	+$2.31K	0.24%	82
2022 Q3	$215K	Buy	19,814 +190	+1%	+$2.25K	0.25%	82
2022 Q2	$224K	Buy	19,624 +180	+0.9%	+$2.23K	0.24%	83
2022 Q1	$262K	Sell	19,444 -2,496	-11%	-$35K	0.26%	84
2021 Q4	$342K	Buy	+21,940	New	+$345K	0.33%	71

Other funds holding FSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Royal Capital Wealth Management's FSD Position: Q3 2023 in Review

Royal Capital Wealth Management sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q3 2023, closing a stake of 18,140 shares — an estimated $208K sold.

Royal Capital Wealth Management first reported a position in FSD in Q4 2021 and held it in 7 quarters. The position peaked at $342K in Q4 2021. 68 funds tracked by Wall St. Rank hold FSD as of Q3 2023.

Royal Capital Wealth Management reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q3 2023 after selling out during the quarter.
Royal Capital Wealth Management sold 18,140 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q3 2023, an estimated $208K.
Royal Capital Wealth Management first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q4 2021 and held it in 7 quarters.
Royal Capital Wealth Management's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $342K in Q4 2021.
68 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q3 2023.

Based on Royal Capital Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.