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 $194M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 11 closing their positions.

Holders
67
Holders Change
-6
Holders Change %
-8.22%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
28
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$59.9M
2
BI
2
Bramshill Investments
Florida
$15.5M
3
PPA
3
Parametric Portfolio Associates
Washington
$31.1M
4
SIA
4
Sit Investment Associates
Minnesota
$24.2M
5
SFS
5
Shaker Financial Services
Virginia
$1.67M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$0
2
RCM
2
Rivernorth Capital Management
Florida
$10.5M
3
6M
3
6 Meridian
Kansas
$0
4
AAM
4
Advisors Asset Management
Colorado
$0
5
CP
5
Camelot Portfolios
Ohio
$3.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$561K -$349K -22,140 -38%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$561K +$10.9K +693 +2%
KPWS
28
Kestra Private Wealth Services
Texas
$523K -$16K -1,012 -3%
HI
29
Harbour Investments
Wisconsin
$498K -$50.3K -3,190 -9%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$472K +$76.9K +4,886 +19%
Bank of America
31
Bank of America
North Carolina
$467K +$119K +7,578 +34%
Franklin Resources
32
Franklin Resources
California
$463K – – –
Fiera Capital (Canada)
33
Fiera Capital (Canada)
Quebec, Canada
$405K +$103K +6,513 +34%
CIA
34
Capital Investment Advisors
Georgia
$381K -$14.8K -939 -4%
OC
35
Oppenheimer & Co
New York
$373K +$80.8K +5,132 +28%
BWA
36
BDO Wealth Advisors
Florida
$340K -$19.1K -1,215 -5%
ARC
37
Advisor Resource Council
Texas
$269K +$269K +17,097 New
Walleye Trading
38
Walleye Trading
New York
$245K -$26.1K -1,658 -10%
SPIA
39
Steward Partners Investment Advisory
New York
$245K -$3.65K -232 -1%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$237K -$670K -42,610 -74%
RJT
41
Raymond James Trust
Florida
$227K – – –
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$219K +$219K +13,967 New
Citigroup
43
Citigroup
New York
$201K +$17.1K +1,086 +9%
BRWA
44
B. Riley Wealth Advisors
Florida
$183K +$568 +36 +0.3%
WI
45
Wintrust Investments
Illinois
$171K +$8.26K +525 +5%
IA
46
Insight Advisors
Pennsylvania
$169K – – –
CAN
47
Cetera Advisor Networks
California
$167K – – –
UCI
48
Uncommon Cents Investing
Wisconsin
$165K – – –
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$155K +$13.9K +884 +10%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$144K -$15.5K -991 -10%
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