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 $134M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
26
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$3.03M
2
AP
2
Americana Partners
Texas
$4.28M
3
API
3
Advisor Partners II
California
$1.1M
4
RJA
4
Raymond James & Associates
Florida
$3.56M
5
WAM
5
Wolverine Asset Management
Illinois
$749K

Top Sellers

1
BI
1
Bramshill Investments
Florida
$7.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$64.5M
3
UBS Group
3
UBS Group
Switzerland
$2.66M
4
GC
4
Guggenheim Capital
Illinois
$1.22M
5
CP
5
Camelot Portfolios
Ohio
$694K
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$126K – – –
UCI
52
Uncommon Cents Investing
Wisconsin
$117K +$1.07K +100 +0.9%
SPIA
53
Steward Partners Investment Advisory
New York
$114K +$16.1K +1,500 +16%
IA
54
Insight Advisors
Pennsylvania
$114K – – –
LFA
55
LGT Financial Advisors
Texas
$53.6K +$53.6K +5,000 New
SWM
56
Spire Wealth Management
Virginia
$39.9K +$858 +80 +2%
EC
57
Elequin Capital
New York
$31.4K +$31.4K +2,927 New
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$23.6K – – –
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$17.6K -$46.2K -4,313 -72%
CSPIA
60
Cary Street Partners Investment Advisory
Virginia
$17K – – –
BFEC
61
Benjamin F. Edwards & Company
Missouri
$14K – – –
HIA
62
Harbor Investment Advisory
Maryland
$10.7K – – –
SL
63
Salomon & Ludwin
Virginia
$4.85K +$4.85K +452 New
TRCT
64
Tower Research Capital (TRC)
New York
$2.79K +$2.79K +260 New
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$1.73K +$1.73K +161 New
GRP
66
Global Retirement Partners
California
$548 +$11 +1 +2%
RCWM
67
Royal Capital Wealth Management
Indiana
– -$208K -18,140 Closed
BRWA
68
B. Riley Wealth Advisors
Florida
– -$180K -15,693 Closed
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
– -$18K -1,615 Closed
EWA
70
EverSource Wealth Advisors
Alabama
– -$1.41K -123 Closed
IGWM
71
ICA Group Wealth Management
Colorado
– -$1.38K -120 Closed
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