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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70 hedge funds and large institutions have $166M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
25
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$19.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$48.1M
3
VCM
3
Virtue Capital Management
Tennessee
$722K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.77M
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$1.17M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$23.5M
2
BI
2
Bramshill Investments
Florida
$8.28M
3
SFS
3
Shaker Financial Services
Virginia
$613K
4
Invesco
4
Invesco
Georgia
$6M
5
CP
5
Camelot Portfolios
Ohio
$3.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$481K +$4.49K +322 +0.9%
Bank of America
27
Bank of America
North Carolina
$453K -$168K -12,109 -27%
KPWS
28
Kestra Private Wealth Services
Texas
$436K +$436K +31,343 New
Stifel Financial
29
Stifel Financial
Missouri
$411K +$76.7K +5,511 +23%
Franklin Resources
30
Franklin Resources
California
$409K – – –
CIA
31
Capital Investment Advisors
Georgia
$354K +$139 +10 +0%
POIA
32
Pin Oak Investment Advisors
Texas
$271K +$10.5K +750 +4%
LPL Financial
33
LPL Financial
California
$244K -$598 -43 -0.2%
GC
34
Guggenheim Capital
Illinois
$241K -$18K -1,293 -7%
TWM
35
Titus Wealth Management
California
$216K -$55.7K -4,000 -21%
RJT
36
Raymond James Trust
Florida
$212K – – –
SPIA
37
Steward Partners Investment Advisory
New York
$197K – – –
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$191K -$40.2K -2,887 -17%
RCM
39
Robinson Capital Management
Michigan
$191K +$191K +13,705 New
WT
40
Whittier Trust
California
$180K +$1.46K +105 +0.8%
MC
41
Moors & Cabot
Massachusetts
$162K +$162K +11,633 New
Walleye Capital
42
Walleye Capital
New York
$157K -$205K -14,786 -57%
AAS
43
Avantax Advisory Services
Texas
$156K +$156K +11,215 New
UCI
44
Uncommon Cents Investing
Wisconsin
$145K -$16.7K -1,200 -10%
BRWM
45
B. Riley Wealth Management
Tennessee
$139K +$139K +10,010 New
Citigroup
46
Citigroup
New York
$113K +$3.56K +256 +3%
EP
47
Eudaimonia Partners
Tennessee
$104K +$2.45K +177 +2%
NFG
48
Next Financial Group
Texas
$66K +$66K +4,674 New
GWM
49
Geneos Wealth Management
Colorado
$55K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$53K +$17.2K +1,216 +48%
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