Sowell Financial Services’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $876K | Hold |
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|
2024
Q1 | $847K | Sell |
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|
2023
Q4 | $879K | Buy |
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|
2023
Q3 | $765K | Hold |
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|
2023
Q2 | $817K | Hold |
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|
2023
Q1 | $810K | Hold |
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|
2022
Q4 | $818K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $868K | Sell |
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|
2021
Q4 | $1.11M | Hold |
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|
2021
Q3 | $1.14M | Hold |
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|
2021
Q2 | $1.13M | Buy |
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|
2021
Q1 | $1.06M | Buy |
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|
2020
Q4 | $1K | Hold |
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|
2020
Q3 | $1K | Buy |
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|
2020
Q2 | $1K | Buy |
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|
2020
Q1 | $1K | Buy |
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|
2019
Q4 | $1K | Buy |
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|
2019
Q3 | $1K | Buy |
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