Pinnacle Wealth Planning Services, Inc. First Trust High Income Long/Short Fund Transaction History

Pinnacle Wealth Planning Services, Inc.

$733 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	BUY	$11.33 - $12.34 $6,095 - $6,638	538 Added 3.93%	14,217 $175,000
Q1 2024 May 09, 2024	BUY	$11.57 - $12.05 $11,489 - $11,965	993 Added 7.83%	13,679 $163,000
Q4 2023 Feb 07, 2024	BUY	$10.21 - $12.09 $520 - $616	51 Added 0.4%	12,686 $153,000
Q3 2023 Nov 07, 2023	BUY	$10.68 - $11.66 $2,328 - $2,541	218 Added 1.76%	12,635 $135,000
Q2 2023 Aug 07, 2023	BUY	$10.9 - $11.55 $135,345 - $143,416	12,417 New	12,417 $142,000
Q1 2021 Apr 29, 2021	SELL	$14.57 - $15.15 $75,487 - $78,492	-5,181 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$13.42 - $14.77 $69,529 - $76,523	5,181 New	5,181 $77,000

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...

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