SWM
FSD

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

Spire 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
2024
Q3 		– Sell
-3,879
Closed -$47.9K – 2296
2024
Q2 		$47.9K Buy
3,879
+80
+2% +$946 ﹤0.01% 1139
2024
Q1 		$45.3K Sell
3,799
-32
-0.8% -$376 ﹤0.01% 1251
2023
Q4 		$44.6K Buy
3,831
+112
+3% +$1.23K ﹤0.01% 1242
2023
Q3 		$39.9K Buy
3,719
+80
+2% +$893 ﹤0.01% 1247
2023
Q2 		$41.6K Buy
3,639
+77
+2% +$865 ﹤0.01% 1273
2023
Q1 		$40.4K Buy
3,562
+73
+2% +$846 ﹤0.01% 1283
2022
Q4 		$40K Buy
3,489
+75
+2% +$835 ﹤0.01% 1072
2022
Q3 		$37K Sell
3,414
-109
-3% -$1.29K ﹤0.01% 1072
2022
Q2 		$40K Buy
3,523
+65
+2% +$806 ﹤0.01% 1386
2022
Q1 		$47K Buy
3,458
+280
+9% +$3.92K ﹤0.01% 1476
2021
Q4 		$50K Sell
3,178
-3,142
-50% -$49.5K ﹤0.01% 1738
2021
Q3 		$100K Buy
6,320
+718
+13% +$11.4K ﹤0.01% 1197
2021
Q2 		$88K Buy
5,602
+49
+0.9% +$751 ﹤0.01% 1230
2021
Q1 		$84K Buy
+5,553
New +$82.8K ﹤0.01% 1470

Other funds holding FSD

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

Spire Wealth Management's FSD Position: Q3 2024 in Review

Spire Wealth Management sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q3 2024, closing a stake of 3,879 shares — an estimated $47.9K sold.

Spire Wealth Management first reported a position in FSD in Q1 2021 and held it in 14 quarters. The position peaked at $100K in Q3 2021. 1 fund tracked by Wall St. Rank holds FSD as of Q3 2024.

  • Spire Wealth Management reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q3 2024 after selling out during the quarter.
  • Spire Wealth Management sold 3,879 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q3 2024, an estimated $47.9K.
  • Spire Wealth Management first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q1 2021 and held it in 14 quarters.
  • Spire Wealth Management's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $100K in Q3 2021.
  • 1 fund tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.