Geneos Wealth Management Inc. First Trust High Income Long/Short Fund Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Sep 07, 2021	SELL	$11.48 - $14.16 $68 - $84	-6 Reduced 0.15%	4,044 $53,000
Q1 2019 Sep 07, 2021	SELL	$13.25 - $14.62 $291 - $321	-22 Reduced 0.54%	4,050 $59,000
Q2 2018 Sep 07, 2021	BUY	$14.66 - $15.2 $49,316 - $51,132	3,364 Added 475.14%	4,072 $59,000
Q3 2017 Sep 07, 2021	BUY	$16.75 - $17.17 $11,859 - $12,156	708	708 $12,000

Others Institutions Holding FSD

# of Institutions

7

Shares Held

167K

Call Options Held

0

Put Options Held

0

About FIRST TRUST HIGH INCOME LONG/SHORT FUND

Ticker FSD
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
First Trust High Income Long/Short Fund is a closed-ended fixed-income mutual fund launched and managed by First Trust Advisors, L.P. It is co-managed by MacKay Shields LLC. The fund invests in fixed-income markets across the globe. It primarily invests in high-yield corporate fixed-income securities of varying maturities that are rated below-in...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.