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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66 hedge funds and large institutions have $157M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 17 closing their positions.

Holders
66
Holders Change
-9
Holders Change %
-12%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
23
Reduced
23
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.8M
2
PPA
2
Parametric Portfolio Associates
Washington
$10.3M
3
SFS
3
Shaker Financial Services
Virginia
$1.32M
4
BI
4
Bramshill Investments
Florida
$8.65M
5
Ameriprise
5
Ameriprise
Minnesota
$3.97M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$24.9M
2
SIA
2
Sit Investment Associates
Minnesota
$16.1M
3
CP
3
Camelot Portfolios
Ohio
$3.86M
4
Wells Fargo
4
Wells Fargo
California
$3.79M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
51
Wolverine Asset Management
Illinois
$17K -$70K -5,412 -80%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
AF
53
Advisornet Financial
Minnesota
$12K – – –
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$10K +$10K +750 New
PAM
55
Panagora Asset Management
Massachusetts
$9K – – –
APA
56
American Portfolios Advisors
New York
$7.96K – – –
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$7K -$119K -8,548 -94%
OPS
58
Orion Portfolio Solutions
Nebraska
$7K +$7K +498 New
US Bancorp
59
US Bancorp
Minnesota
$6K +$6K +432 New
RG
60
Retirement Group
California
$5K +$5K +374 New
SCA
61
Stonebridge Capital Advisors
Minnesota
$1K – – –
WLPWM
62
Walled Lake Planning & Wealth Management
Illinois
$1K +$20 +1 +2%
SFS
63
Sowell Financial Services
Arkansas
$1K +$167 +13 +20%
Goldman Sachs
64
Goldman Sachs
New York
– -$707K -58,129 Closed
6M
65
6 Meridian
Kansas
– -$468K -38,440 Closed
BI
66
Bulldog Investors
New Jersey
– -$339K -27,849 Closed
PCM
67
Price Capital Management
Louisiana
– -$237K -19,569 Closed
Millennium Management
68
Millennium Management
New York
– -$195K -16,025 Closed
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
– -$167K -14,000 Closed
AP
70
Arlington Partners
Alabama
– -$166K -13,650 Closed
DADC
71
D.A. Davidson & Co
Montana
– -$145K -11,910 Closed
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
– -$141K -11,633 Closed
LA
73
LexAurum Advisors
Kansas
– -$134K -11,050 Closed
NFG
74
Next Financial Group
Texas
– -$52K -4,271 Closed
CFGS
75
Concourse Financial Group Securities
Alabama
– -$44K -3,650 Closed
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