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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60 hedge funds and large institutions have $195M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-7
Holders Change %
-10.45%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$11.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$65.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.59M
4
Cohen & Steers
4
Cohen & Steers
New York
$2.15M
5
UBS Group
5
UBS Group
Switzerland
$4.13M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
PPA
2
Parametric Portfolio Associates
Washington
$27.1M
3
BI
3
Bramshill Investments
Florida
$12.1M
4
CP
4
Camelot Portfolios
Ohio
$1.44M
5
SIA
5
Sit Investment Associates
Minnesota
$22.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$599K +$32.7K +2,059 +6%
Stifel Financial
27
Stifel Financial
Missouri
$586K +$16.3K +1,023 +3%
FIA
28
FNY Investment Advisers
New York
$565K +$494K +31,113 +691%
KPWS
29
Kestra Private Wealth Services
Texas
$534K +$6.57K +413 +1%
Franklin Resources
30
Franklin Resources
California
$467K – – –
MAFM
31
Mid Atlantic Financial Management
Pennsylvania
$459K -$586K -36,919 -56%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$445K -$31.4K -1,979 -7%
Bank of America
33
Bank of America
North Carolina
$439K -$32K -2,012 -7%
HI
34
Harbour Investments
Wisconsin
$411K -$91K -5,727 -18%
Fiera Capital (Canada)
35
Fiera Capital (Canada)
Quebec, Canada
$409K – – –
CIA
36
Capital Investment Advisors
Georgia
$377K -$8.04K -506 -2%
WS
37
Wedbush Securities
California
$357K +$357K +22,463 New
BWA
38
BDO Wealth Advisors
Florida
$343K -$63 -4 -0%
SPIA
39
Steward Partners Investment Advisory
New York
$247K – – –
RJT
40
Raymond James Trust
Florida
$229K – – –
WI
41
Wintrust Investments
Illinois
$220K +$47.5K +2,998 +28%
WT
42
Whittier Trust
California
$206K +$206K +12,956 New
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$195K -$26.4K -1,663 -12%
BRWA
44
B. Riley Wealth Advisors
Florida
$185K +$557 +35 +0.3%
UCI
45
Uncommon Cents Investing
Wisconsin
$167K – – –
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$164K +$18.4K +1,162 +13%
Lazard Asset Management
47
Lazard Asset Management
New York
$158K -$630K – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$153K -$2.85K -180 -2%
ARIS
49
Advanced Research Investment Solutions
California
$125K +$125K +7,852 New
SWM
50
Spire Wealth Management
Virginia
$100K +$11.4K +718 +13%
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