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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1 hedge funds and large institutions have $950K invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1
Holders Change
-75
Holders Change %
-98.68%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
–
Reduced
–
Closed
75
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFP
1
Meridian Financial Partners
Virginia
$950K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$0
2
AIA
2
Absolute Investment Advisers
Florida
$0
3
SIA
3
Sit Investment Associates
Minnesota
$0
4
RCM
4
Rivernorth Capital Management
Florida
$0
5
KIG
5
Kennedy Investment Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
– -$148K -12,000 Closed
SPIA
52
Steward Partners Investment Advisory
New York
– -$144K -11,683 Closed
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
– -$144K -11,672 Closed
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
– -$136K -11,034 Closed
UCI
55
Uncommon Cents Investing
Wisconsin
– -$136K -11,025 Closed
HI
56
Harbour Investments
Wisconsin
– -$134K -10,886 Closed
RJT
57
Raymond James Trust
Florida
– -$128K -10,400 Closed
Bank of America
58
Bank of America
North Carolina
– -$126K -10,172 Closed
AWM
59
Activest Wealth Management
Florida
– -$71.4K -5,782 Closed
AWM
60
Avior Wealth Management
Nebraska
– -$48.4K -3,923 Closed
SWM
61
Spire Wealth Management
Virginia
– -$47.9K -3,879 Closed
IAIM
62
International Assets Investment Management
Florida
– -$37K -3,000 Closed
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
– -$27.1K -2,200 Closed
GJWM
64
Gilliland Jeter Wealth Management
Arkansas
– -$25.7K -2,080 Closed
RFA
65
Register Financial Advisors
Georgia
– -$19K -1,542 Closed
OP
66
ORG Partners
Indiana
– -$18.6K -1,526 Closed
HIA
67
Harbor Investment Advisory
Maryland
– -$12.3K -1,000 Closed
ADL
68
Asset Dedication LLC
California
– -$10.1K -816 Closed
MCA
69
Maryland Capital Advisors
Maryland
– -$7.85K -636 Closed
HPC
70
HM Payson & Co
Maine
– -$6.17K -500 Closed
SL
71
Salomon & Ludwin
Virginia
– -$5.58K -452 Closed
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
– -$5.21K -426 Closed
GWP
73
Gen-Wealth Partners
Michigan
– -$4.95K -401 Closed
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
– -$1K -70 Closed
GRP
75
Global Retirement Partners
California
– -$698 -57 Closed
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