FSD

FIRST TRUST HIGH INCOME LONG/SHORT FUND

Delisted

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

68 hedge funds and large institutions have $158M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-5
Holders Change %
-6.85%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
14
Reduced
36
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PPA
26
Parametric Portfolio Associates
Washington
$778K +$230K +17,316 +42%
MAFM
27
Mid Atlantic Financial Management
Pennsylvania
$655K +$655K +49,332 New
AA
28
AQR Arbitrage
Connecticut
$558K +$558K +42,042 New
6M
29
6 Meridian
Kansas
$499K -$16K -1,201 -3%
OC
30
Oppenheimer & Co
New York
$465K -$179K -13,500 -28%
BRWA
31
B. Riley Wealth Advisors
Florida
$461K +$67.9K +5,106 +17%
AG
32
Advisor Group
Arizona
$413K -$9.5K -715 -2%
HFS
33
HL Financial Services
Kentucky
$390K -$9.66K -728 -2%
Franklin Resources
34
Franklin Resources
California
$390K
Stifel Financial
35
Stifel Financial
Missouri
$388K +$388K +29,573 New
CAN
36
Cetera Advisor Networks
California
$355K -$76K -5,722 -18%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$350K -$45.4K -3,417 -11%
CIA
38
Capital Investment Advisors
Georgia
$347K +$27.9K +2,100 +9%
SPC
39
Sigma Planning Corp
Michigan
$339K -$14.8K -1,114 -4%
WAM
40
Weiss Asset Management
Massachusetts
$270K +$270K +20,342 New
RJT
41
Raymond James Trust
Florida
$260K -$9.55K -718 -4%
AI
42
Atria Investments
North Carolina
$257K +$318 +24 +0.1%
Walleye Trading
43
Walleye Trading
New York
$251K +$22.6K +1,700 +10%
LPL Financial
44
LPL Financial
California
$242K -$1.19M -89,394 -83%
POIA
45
Pin Oak Investment Advisors
Texas
$221K -$52.8K -3,985 -19%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$216K -$62.1K -4,664 -22%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$212K -$186K -14,034 -47%
CA
48
Cetera Advisors
Colorado
$167K -$8.55K -646 -5%
SWM
49
SeaCrest Wealth Management
New York
$166K -$54K -4,062 -25%
Goldman Sachs
50
Goldman Sachs
New York
$153K +$153K +11,520 New