Kingswood Wealth Advisors, LLC First Trust High Income Long/Short Fund Transaction History
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in First Trust High Income Long/Short Fund stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 132,990 shares of FSD stock, worth $1.62 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
132,990
Previous 133,908
0.69%
Holding current value
$1.62 Million
Previous $1.62 Billion
2.0%
% of portfolio
0.18%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding FSD
# of Institutions
78Shares Held
13.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.92MShares$72.2 Million0.01% of portfolio
-
Sit Investment Associates Inc Minneapolis, MN875KShares$10.7 Million0.24% of portfolio
-
Americana Partners, LLC Houston, TX515KShares$6.28 Million0.55% of portfolio
-
Raymond James & Associates St Petersburg, FL450KShares$5.48 Million0.0% of portfolio
-
Kennedy Investment Group West Depford, NJ448KShares$5.46 Million2.85% of portfolio
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...