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First Tr High Income L/s shares owned by High Net Worth Advisory Group

Quarter-by-quarter ownership of First Tr High Income L/s (FSD) shares owned by High Net Worth Advisory Group from 13F filings

Historical chart of High Net Worth Advisory Group investment in First Tr High Income L/s

Tip: Access up to 7 years of quarterly data

All positions including First Tr High Income L/s held by High Net Worth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr High Income L/s by High Net Worth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $220k 18k 11.93
2023-12-31 $196k 16k 12.09

More positions owned by High Net Worth Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Abbvie (ABBV)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pepsi (PEP)
Spdr Ser Tr Nuveen Bloomberg (HYMB)
Amazon (AMZN)

View all positions for High Net Worth Advisory Group

Top funds holding First Tr High Income L/s

Morgan Stanley
Sit Investment Associates
Americana Partners
Raymond James & Associates
Kennedy Investment Group
Pathstone Holdings
Advisor Group Holdings
Ameriprise Financial
Royal Bank of Canada
UBS Group
Cohen & Steers Capital Management
Rivernorth Capital Management
Thrivent Financial for Lutherans
Yakira Capital Management
Shaker Financial Services

View all funds holding First Tr High Income L/s