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.

New
Increased
Maintained
Reduced
Closed
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 %
LA
51
LexAurum Advisors
Kansas
$134K +$134K +11,050 New
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$110K – – –
Citigroup
53
Citigroup
New York
$91K -$21.5K -1,769 -19%
EP
54
Eudaimonia Partners
Tennessee
$87K +$1.95K +160 +2%
WAM
55
Wolverine Asset Management
Illinois
$81K +$81K +6,727 New
NFG
56
Next Financial Group
Texas
$52K -$3.34K -274 -6%
GWM
57
Geneos Wealth Management
Colorado
$48K – – –
CFGS
58
Concourse Financial Group Securities
Alabama
$44K +$44K +3,650 New
MF
59
Manchester Financial
California
$42K – – –
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$34K +$30K +2,476 +746%
ASN
61
Advisory Services Network
Georgia
$21K -$2.58K -212 -11%
EWM
62
EPG Wealth Management
Georgia
$19K – – –
BFEC
63
Benjamin F. Edwards & Company
Missouri
$18K – – –
VNA
64
Valley National Advisers
Pennsylvania
$16K – – –
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
AF
66
Advisornet Financial
Minnesota
$11K – – –
PAM
67
Panagora Asset Management
Massachusetts
$8K +$8K +691 New
APA
68
American Portfolios Advisors
New York
$7.3K – – –
SF
69
Synovus Financial
Georgia
$4K – – –
TRCT
70
Tower Research Capital (TRC)
New York
$2K -$8.72K -737 -81%
SCA
71
Stonebridge Capital Advisors
Minnesota
$1K – – –
SFS
72
Sowell Financial Services
Arkansas
$1K +$169 +11 +20%
WLPWM
73
Walled Lake Planning & Wealth Management
Illinois
$1K +$1K +50 New
CFD
74
Creative Financial Designs
Indiana
$1K +$1K +90 New
LFAS
75
Level Four Advisory Services
Texas
– -$19.8M -657,971 Closed
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