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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76 hedge funds and large institutions have $210M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
76
Holders Change
+9
Holders Change %
+13.43%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
19
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFAS
1
Level Four Advisory Services
Texas
$19.8M
2
SIA
2
Sit Investment Associates
Minnesota
$19.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$47.5M
4
PPA
4
Parametric Portfolio Associates
Washington
$7.71M
5
PCM
5
Penserra Capital Management
California
$2.79M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$27.2M
2
VIA
2
Vident Investment Advisory
Georgia
$0
3
RCM
3
Rivernorth Capital Management
Florida
$12.5M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$0
5
6M
5
6 Meridian
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$47.5M 3,014,455 +240,993 +9%
SCM
2
Saba Capital Management
New York
$27.2M 1,725,740 -1,259,885 -42%
SIA
3
Sit Investment Associates
Minnesota
$19.9M 1,261,093 +800,182 +174%
LFAS
4
Level Four Advisory Services
Texas
$19.8M 657,971 +657,971 New
UBS Group
5
UBS Group
Switzerland
$14.8M 939,714 -3,375 -0.4%
RCM
6
Rivernorth Capital Management
Florida
$12.5M 790,514 -197,249 -20%
PPA
7
Parametric Portfolio Associates
Washington
$7.71M 489,662 +216,599 +79%
Invesco
8
Invesco
Georgia
$7.34M 466,116 -9,662 -2%
CP
9
Camelot Portfolios
Ohio
$7.14M 453,004 -2,331 -0.5%
Wells Fargo
10
Wells Fargo
California
$5.75M 364,910 +8,893 +2%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$5.01M 318,320 +1,181 +0.4%
BI
12
Bramshill Investments
Florida
$3.86M 245,208 +116,732 +91%
Bank of America
13
Bank of America
North Carolina
$3.62M 229,930 -11,747 -5%
Ameriprise
14
Ameriprise
Minnesota
$3.45M 218,796 +43,122 +25%
BlackRock
15
BlackRock
New York
$3.21M 203,465 – –
PCM
16
Penserra Capital Management
California
$2.79M 178,996 +178,996 New
RJA
17
Raymond James & Associates
Florida
$2.65M 168,283 -9,507 -5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.7M 107,800 +5,006 +5%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1M 63,604 -4,976 -7%
AAM
20
Advisors Asset Management
Colorado
$966K 61,303 +61,303 New
MAFM
21
Mid Atlantic Financial Management
Pennsylvania
$820K 52,094 +1,015 +2%
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$794K 50,434 +50,434 New
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$789K 50,092 +1,264 +3%
OC
24
Oppenheimer & Co
New York
$667K 42,319 +18,287 +76%
BRWA
25
B. Riley Wealth Advisors
Florida
$567K 35,992 -1,047 -3%
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