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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75 hedge funds and large institutions have $150M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 12 closing their positions.

Holders
75
Holders Change
-1
Holders Change %
-1.32%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
14
Increased
21
Reduced
22
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$32.4M
2
BI
2
Bramshill Investments
Florida
$7.18M
3
PPA
3
Parametric Portfolio Associates
Washington
$8.34M
4
SIA
4
Sit Investment Associates
Minnesota
$16.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$707K

Top Sellers

1
LFAS
1
Level Four Advisory Services
Texas
$0
2
UBS Group
2
UBS Group
Switzerland
$2.34M
3
BlackRock
3
BlackRock
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$34.4M
5
Bank of America
5
Bank of America
North Carolina
$922K
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$421K +$55.6K +4,568 +15%
Franklin Resources
27
Franklin Resources
California
$358K – – –
BI
28
Bulldog Investors
New Jersey
$339K – – –
CIA
29
Capital Investment Advisors
Georgia
$310K -$6.66K -546 -2%
CRC
30
Curi RMB Capital
Illinois
$302K +$302K +24,786 New
TWM
31
Titus Wealth Management
California
$268K +$268K +22,000 New
CAN
32
Cetera Advisor Networks
California
$255K -$34.9K -2,870 -12%
PCM
33
Price Capital Management
Louisiana
$237K +$237K +19,569 New
SFS
34
Shaker Financial Services
Virginia
$235K +$30.6K +2,517 +15%
GC
35
Guggenheim Capital
Illinois
$232K -$7.55K -620 -3%
POIA
36
Pin Oak Investment Advisors
Texas
$228K – – –
Stifel Financial
37
Stifel Financial
Missouri
$221K +$29.6K +2,433 +15%
LPL Financial
38
LPL Financial
California
$207K +$16.8K +1,386 +9%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$204K -$30.8K -2,532 -13%
RJT
40
Raymond James Trust
Florida
$201K -$2.28K -187 -1%
Millennium Management
41
Millennium Management
New York
$195K +$195K +16,025 New
SPIA
42
Steward Partners Investment Advisory
New York
$172K +$3.73K +307 +2%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$167K – – –
AP
44
Arlington Partners
Alabama
$166K – – –
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$162K -$17.2K -1,411 -10%
WT
46
Whittier Trust
California
$156K – – –
DADC
47
D.A. Davidson & Co
Montana
$145K +$7.73K +635 +6%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$141K +$15.4K +1,272 +12%
UCI
49
Uncommon Cents Investing
Wisconsin
$139K – – –
WI
50
Wintrust Investments
Illinois
$139K +$139K +11,416 New
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