TCWP’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

TCWP’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
2022 Q2	–	Sell	-175	Closed	-$2K	–	1869
2022 Q1	$2K	Buy	+175	New	+$2.45K	﹤0.01%	1416

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCWP's FSD Position: Q2 2022 in Review

TCWP sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q2 2022, closing a stake of 175 shares — an estimated $2K sold.

TCWP first reported a position in FSD in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 64 funds tracked by Wall St. Rank hold FSD as of Q2 2022.

TCWP reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q2 2022 after selling out during the quarter.
TCWP sold 175 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q2 2022, an estimated $2K.
TCWP first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q1 2022 and held it in 1 quarter.
TCWP's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $2K in Q1 2022.
64 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.