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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64 hedge funds and large institutions have $143M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
24
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$72M
2
BI
2
Bramshill Investments
Florida
$9.33M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$3.12M
4
SCM
4
Saba Capital Management
New York
$2.18M
5
Ameriprise
5
Ameriprise
Minnesota
$3.32M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$2.09M
2
WAM
2
Wolverine Asset Management
Illinois
$152K
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
COLIM
4
City of London Investment Management
United Kingdom
$0
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
26
Oppenheimer & Co
New York
$473K -$28.2K -2,468 -6%
KPWS
27
Kestra Private Wealth Services
Texas
$397K +$5.12K +449 +1%
WS
28
Wedbush Securities
California
$396K -$197K -17,250 -33%
POIA
29
Pin Oak Investment Advisors
Texas
$374K -$171 -15 -0%
Franklin Resources
30
Franklin Resources
California
$335K – – –
RGF
31
Retirement Guys Formula
Ohio
$327K +$79.3K +6,955 +32%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$309K -$8.73K -766 -3%
LCM
33
Landscape Capital Management
New Jersey
$306K -$182K -15,958 -37%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$282K +$48.5K +4,256 +21%
CIA
35
Capital Investment Advisors
Georgia
$269K +$5.84K +512 +2%
Bank of America
36
Bank of America
North Carolina
$257K -$54.2K -4,751 -17%
ARC
37
Advisor Resource Council
Texas
$251K +$251K +22,021 New
BWA
38
BDO Wealth Advisors
Florida
$246K – – –
GA
39
Greytown Advisors
Florida
$225K – – –
RCWM
40
Royal Capital Wealth Management
Indiana
$224K +$2.06K +180 +0.9%
HI
41
Harbour Investments
Wisconsin
$199K +$199K +17,454 New
RJT
42
Raymond James Trust
Florida
$178K – – –
BRWA
43
B. Riley Wealth Advisors
Florida
$168K -$12K -1,053 -7%
WAM
44
Wolverine Asset Management
Illinois
$152K -$1.44M -127,537 -90%
WT
45
Whittier Trust
California
$148K – – –
IA
46
Insight Advisors
Pennsylvania
$132K – – –
BI
47
Bulldog Investors
New Jersey
$130K – – –
SPIA
48
Steward Partners Investment Advisory
New York
$125K -$42.3K -3,700 -25%
UCI
49
Uncommon Cents Investing
Wisconsin
$122K +$1.14K +100 +0.9%
FFA
50
Founders Financial Alliance
North Carolina
$122K +$122K +10,690 New
1
2
3