FSD

FIRST TRUST HIGH INCOME LONG/SHORT FUND
FSD

Overview Fund Activity
Delisted

FSD was delisted on the 19th of July, 2024.

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53 hedge funds and large institutions have $254M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
19
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$15.6M
2
VIA
2
Vident Investment Advisory
Georgia
$2.64M
3
SIA
3
Sit Investment Associates
Minnesota
$9.08M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.69M
5
RJA
5
Raymond James & Associates
Florida
$3.92M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$9.25M
2
Morgan Stanley
2
Morgan Stanley
New York
$71M
3
CC
3
Carlson Capital
Texas
$0
4
Millennium Management
4
Millennium Management
New York
$369K
5
Wells Fargo
5
Wells Fargo
California
$8.33M
Name Market Value Shares Shares
Change 		Shares
Change %
SFS
26
Shaker Financial Services
Virginia
$551K 33,102 +33,102 New
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$523K 31,400 +22,700 +261%
OC
28
Oppenheimer & Co
New York
$444K 26,625 -484 -2%
Millennium Management
29
Millennium Management
New York
$369K 22,139 -74,503 -77%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$345K 20,720 -449 -2%
AAM
31
American Asset Management
Florida
$343K 20,604 +20,604 New
CAN
32
Cetera Advisor Networks
California
$303K 18,200 +7,000 +63%
DWT
33
Dorsey & Whitney Trust
South Dakota
$225K 13,500 – –
RJT
34
Raymond James Trust
Florida
$215K 12,899 -5,000 -28%
RVPG
35
Relative Value Partners Group
$196K 11,811 +11,811 New
DA
36
Doliver Advisors
Texas
$181K 10,840 +10,840 New
AG
37
Advisor Group
Arizona
$173K 10,406 +1,200 +13%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$127K 7,651 +323 +4%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$104K 6,256 +203 +3%
GRP
40
Global Retirement Partners
California
$93K 5,596 +1,027 +22%
IA
41
IFP Advisors
Florida
$68K 4,100 -1,128 -22%
US Bancorp
42
US Bancorp
Minnesota
$33K 2,000 – –
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$22K 1,332 -1 -0.1%
VNA
44
Valley National Advisers
Pennsylvania
$22K 1,333 – –
Creative Planning
45
Creative Planning
Kansas
$20K 1,202 +1,000 +495%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$13K 795 +795 New
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$9K 522 -276 -35%
PCM
48
Penserra Capital Management
California
$8K 505 -58 -10%
Citigroup
49
Citigroup
New York
$8K 459 – –
SPIA
50
Steward Partners Investment Advisory
New York
$8K 487 +487 New
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