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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67 hedge funds and large institutions have $151M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+7
Holders Change %
+11.67%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
21
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EVM
1
Eaton Vance Management
Massachusetts
$12.8M
2
UBS Group
2
UBS Group
Switzerland
$21.1M
3
GC
3
Guggenheim Capital
Illinois
$3.32M
4
CRC
4
Curi RMB Capital
Illinois
$4.4M
5
VIA
5
Vident Investment Advisory
Georgia
$5.51M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$50M
2
SFS
2
Shaker Financial Services
Virginia
$574K
3
WAM
3
Wolverine Asset Management
Illinois
$300K
4
CCP
4
Clough Capital Partners
Massachusetts
$0
5
RJA
5
Raymond James & Associates
Florida
$2.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
26
SG Americas Securities
New York
$633K +$155K +10,269 +32%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$603K -$14.4K -956 -2%
SFS
28
Shaker Financial Services
Virginia
$574K -$1.64M -109,169 -74%
AAM
29
American Asset Management
Florida
$480K +$10.5K +700 +2%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$456K +$456K +30,326 New
OC
31
Oppenheimer & Co
New York
$454K -$431K -28,630 -49%
6M
32
6 Meridian
Kansas
$445K +$445K +29,545 New
Franklin Resources
33
Franklin Resources
California
$442K – – –
OFG
34
OTA Financial Group
New York
$402K +$402K +26,740 New
HFS
35
HL Financial Services
Kentucky
$396K +$2.98K +198 +0.8%
BRWA
36
B. Riley Wealth Advisors
Florida
$373K +$286 +19 +0.1%
Stifel Financial
37
Stifel Financial
Missouri
$335K -$35.4K -2,352 -10%
SWM
38
SeaCrest Wealth Management
New York
$311K -$98.6K -6,559 -24%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$305K +$166K +11,040 +120%
WAM
40
Wolverine Asset Management
Illinois
$300K -$938K -62,412 -76%
POIA
41
Pin Oak Investment Advisors
Texas
$262K – – –
AI
42
Atria Investments
North Carolina
$254K +$254K +16,847 New
Walleye Trading
43
Walleye Trading
New York
$250K +$250K +16,600 New
AAM
44
Advisors Asset Management
Colorado
$234K -$366K -23,063 -61%
WAM
45
Weiss Asset Management
Massachusetts
$206K -$155K -10,305 -43%
DWT
46
Dorsey & Whitney Trust
South Dakota
$203K – – –
RJT
47
Raymond James Trust
Florida
$198K – – –
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$194K -$7.62K -507 -4%
CIA
49
Capital Investment Advisors
Georgia
$166K +$3.02K +200 +2%
Goldman Sachs
50
Goldman Sachs
New York
$165K +$165K +10,950 New
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