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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54 hedge funds and large institutions have $235M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
13
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$1.38M
2
UBS Group
2
UBS Group
Switzerland
$17.5M
3
Citigroup
3
Citigroup
New York
$1.01M
4
Ameriprise
4
Ameriprise
Minnesota
$640K
5
GC
5
Guggenheim Capital
Illinois
$2.27M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$62.5M
2
EVM
2
Eaton Vance Management
Massachusetts
$5.22M
3
RCM
3
Rivernorth Capital Management
Florida
$2.96M
4
SCM
4
Saba Capital Management
New York
$77.2M
5
Bank of America
5
Bank of America
North Carolina
$3.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$611K +$34.8K +2,020 +6%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$541K – – –
Franklin Resources
28
Franklin Resources
California
$507K -$366K -21,201 -42%
AAM
29
American Asset Management
Florida
$440K +$84.9K +4,925 +24%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$367K +$367K +21,272 New
TJHA
31
Thomas J. Herzfeld Advisors
Florida
$353K -$462K -26,804 -57%
SPC
32
Sigma Planning Corp
Michigan
$318K +$318K +18,443 New
PPA
33
Parametric Portfolio Associates
Washington
$298K +$298K +17,275 New
CAN
34
Cetera Advisor Networks
California
$288K -$25.9K -1,500 -8%
AW
35
ACG Wealth
Georgia
$249K +$249K +2,108 New
DWT
36
Dorsey & Whitney Trust
South Dakota
$233K – – –
RJT
37
Raymond James Trust
Florida
$222K – – –
RVPG
38
Relative Value Partners Group
$204K – – –
DA
39
Doliver Advisors
Texas
$187K +$550 +32 +0.3%
AG
40
Advisor Group
Arizona
$169K -$10.5K -608 -6%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$156K +$23K +1,322 +17%
GRP
42
Global Retirement Partners
California
$110K +$13.1K +756 +14%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$95K -$13.4K -773 -12%
TSW
44
Thompson Siegel & Walmsley
Virginia
$70K +$70K +4,050 New
IA
45
IFP Advisors
Florida
$58K -$13K -750 -18%
US Bancorp
46
US Bancorp
Minnesota
$34K – – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$23K – – –
VNA
48
Valley National Advisers
Pennsylvania
$23K – – –
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$9K – – –
PCM
50
Penserra Capital Management
California
$9K +$766 +47 +9%
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