FSD

FIRST TRUST HIGH INCOME LONG/SHORT FUND
FSD

Overview Fund Activity
Delisted

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

Back to rankings

75 hedge funds and large institutions have $157M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+8
Holders Change %
+11.94%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
34
Reduced
11
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$3.77M
2
BlackRock
2
BlackRock
New York
$3M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$3.39M
4
SCM
4
Saba Capital Management
New York
$2.84M
5
SIA
5
Sit Investment Associates
Minnesota
$3.71M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$0
2
VIA
2
Vident Investment Advisory
Georgia
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$47.5M
4
Millennium Management
4
Millennium Management
New York
$270K
5
CP
5
Camelot Portfolios
Ohio
$9.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$934K +$108K +7,316 +13%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$928K -$393K -26,699 -30%
DA
28
Doliver Advisors
Texas
$716K +$13.5K +916 +2%
6M
29
6 Meridian
Kansas
$715K +$280K +19,024 +64%
SPC
30
Sigma Planning Corp
Michigan
$686K -$331K -22,463 -33%
OC
31
Oppenheimer & Co
New York
$680K +$236K +15,999 +53%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$648K -$22.2K -1,506 -3%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$591K +$913 +62 +0.2%
Franklin Resources
34
Franklin Resources
California
$433K – – –
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$429K +$429K +29,095 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$411K +$411K +27,897 New
AG
37
Advisor Group
Arizona
$406K +$257K +17,454 +173%
HFS
38
HL Financial Services
Kentucky
$404K +$16K +1,088 +4%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$391K +$391K +26,535 New
BRWA
40
B. Riley Wealth Advisors
Florida
$366K +$266 +18 +0.1%
CAN
41
Cetera Advisor Networks
California
$330K +$330K +22,385 New
RJT
42
Raymond James Trust
Florida
$321K +$127K +8,600 +65%
WT
43
Whittier Trust
California
$299K +$299K +20,310 New
SWM
44
SeaCrest Wealth Management
New York
$275K -$30.1K -2,042 -10%
Millennium Management
45
Millennium Management
New York
$270K -$963K -65,296 -78%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$266K -$32.5K -2,205 -11%
POIA
47
Pin Oak Investment Advisors
Texas
$258K +$885 +60 +0.3%
AI
48
Atria Investments
North Carolina
$253K +$5.25K +357 +2%
CWM
49
Cornerstone Wealth Management
Missouri
$240K +$240K +3,480 New
AAM
50
Advisors Asset Management
Colorado
$239K +$21.4K +1,452 +10%
1
2
3 4