FSD

FIRST TRUST HIGH INCOME LONG/SHORT FUND

Delisted

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

76 hedge funds and large institutions have $162M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
32
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$144K -$2.57K -208 -2%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$144K -$129K -10,422 -47%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$136K +$136K +11,034 New
UCI
54
Uncommon Cents Investing
Wisconsin
$136K
HI
55
Harbour Investments
Wisconsin
$134K -$2.55K -207 -2%
RJT
56
Raymond James Trust
Florida
$128K
Bank of America
57
Bank of America
North Carolina
$126K +$728 +59 +0.6%
AWM
58
Activest Wealth Management
Florida
$71.4K +$71.4K +5,782 New
AWM
59
Avior Wealth Management
Nebraska
$48.4K +$7.34K +595 +18%
SWM
60
Spire Wealth Management
Virginia
$47.9K +$987 +80 +2%
IAIM
61
International Assets Investment Management
Florida
$37K +$37K +3,000 New
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$27.1K
GJWM
63
Gilliland Jeter Wealth Management
Arkansas
$25.7K +$518 +42 +2%
RFA
64
Register Financial Advisors
Georgia
$19K +$37 +3 +0.2%
OP
65
ORG Partners
Indiana
$18.6K
BFEC
66
Benjamin F. Edwards & Company
Missouri
$16K
HIA
67
Harbor Investment Advisory
Maryland
$12.3K
ADL
68
Asset Dedication LLC
California
$10.1K +$10.1K +816 New
MCA
69
Maryland Capital Advisors
Maryland
$7.85K +$7.85K +636 New
HPC
70
HM Payson & Co
Maine
$6.17K
SL
71
Salomon & Ludwin
Virginia
$5.58K
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$5.21K +$5.21K +426 New
GWP
73
Gen-Wealth Partners
Michigan
$4.95K -$6.17K -500 -55%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +70 New
GRP
75
Global Retirement Partners
California
$698 +$24 +2 +4%