FSD

FIRST TRUST HIGH INCOME LONG/SHORT FUND

Delisted

FSD was delisted on the 19th of July, 2024.

74 hedge funds and large institutions have $230M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
74
Holders Change
+8
Holders Change %
+12.12%
% of All Funds
1.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
29
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HNWAG
51
High Net Worth Advisory Group
Florida
$196K +$196K +16,228 New
CIA
52
Capital Investment Advisors
Georgia
$178K -$43.4K -3,588 -20%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$168K -$11.7K -970 -7%
GA
54
Greytown Advisors
Florida
$159K
WT
55
Whittier Trust
California
$157K
PWPS
56
Pinnacle Wealth Planning Services
Ohio
$153K +$617 +51 +0.4%
SPIA
57
Steward Partners Investment Advisory
New York
$150K +$21.2K +1,751 +16%
HI
58
Harbour Investments
Wisconsin
$136K -$6.67K -552 -5%
UCI
59
Uncommon Cents Investing
Wisconsin
$132K
RJT
60
Raymond James Trust
Florida
$126K -$48.4K -4,000 -28%
Bank of America
61
Bank of America
North Carolina
$125K -$38.7K -3,204 -24%
ASN
62
Advisory Services Network
Georgia
$103K +$103K +8,517 New
SWM
63
Spire Wealth Management
Virginia
$44.6K +$1.3K +112 +3%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$33.2K +$13.4K +1,108 +68%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$26.6K
BFEC
66
Benjamin F. Edwards & Company
Missouri
$16K
HIA
67
Harbor Investment Advisory
Maryland
$12.1K
SWM
68
Sugarloaf Wealth Management
Georgia
$11.5K +$11.5K +953 New
T
69
Tidemark
California
$7.01K +$7.01K +580 New
HPC
70
HM Payson & Co
Maine
$6.05K +$6.05K +500 New
SL
71
Salomon & Ludwin
Virginia
$4.85K
IAIM
72
International Assets Investment Management
Florida
$3K +$3K +36,270 New
BWM
73
Baystate Wealth Management
Massachusetts
$2.46K +$2.46K +203 New
GRP
74
Global Retirement Partners
California
$636 +$24 +2 +4%
Walleye Capital
75
Walleye Capital
New York
-$293K -27,295 Closed