SWM
FSD

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

Sugarloaf 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
Q1 		– Sell
-953
Closed -$11.5K – 720
2023
Q4 		$11.5K Buy
+953
New +$10.5K ﹤0.01% 474

Other funds holding FSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sugarloaf Wealth Management's FSD Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q1 2024, closing a stake of 953 shares — an estimated $11.5K sold.

Sugarloaf Wealth Management first reported a position in FSD in Q4 2023 and held it in 1 quarter. The position peaked at $11.5K in Q4 2023. 78 funds tracked by Wall St. Rank hold FSD as of Q1 2024.

  • Sugarloaf Wealth Management reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q1 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 953 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q1 2024, an estimated $11.5K.
  • Sugarloaf Wealth Management first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q4 2023 and held it in 1 quarter.
  • Sugarloaf Wealth Management's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $11.5K in Q4 2023.
  • 78 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.