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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70 hedge funds and large institutions have $166M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
25
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$19.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$48.1M
3
VCM
3
Virtue Capital Management
Tennessee
$722K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.77M
5
KPWS
5
Kestra Private Wealth Services
Texas
$436K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$23.5M
2
BI
2
Bramshill Investments
Florida
$8.28M
3
SFS
3
Shaker Financial Services
Virginia
$613K
4
Invesco
4
Invesco
Georgia
$6M
5
CP
5
Camelot Portfolios
Ohio
$3.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$48.1M 3,457,795 +159,973 +5%
SCM
2
Saba Capital Management
New York
$23.5M 1,689,707 -185,362 -10%
SIA
3
Sit Investment Associates
Minnesota
$19.4M 1,394,813 +180,649 +15%
PPA
4
Parametric Portfolio Associates
Washington
$11.1M 794,158 +15,349 +2%
RCM
5
Rivernorth Capital Management
Florida
$9.98M 716,639 – –
BI
6
Bramshill Investments
Florida
$8.28M 594,446 -57,083 -9%
Invesco
7
Invesco
Georgia
$6M 431,195 -51,186 -11%
Osaic Holdings
8
Osaic Holdings
Arizona
$4.76M 342,209 -1,377 -0.4%
Wells Fargo
9
Wells Fargo
California
$4.26M 306,067 +20,759 +7%
Ameriprise
10
Ameriprise
Minnesota
$4.01M 288,328 -10,696 -4%
CP
11
Camelot Portfolios
Ohio
$3.5M 251,294 -39,658 -14%
PCM
12
Penserra Capital Management
California
$2.71M 194,484 +11,037 +6%
UBS Group
13
UBS Group
Switzerland
$2.67M 191,733 -2,335 -1%
RJA
14
Raymond James & Associates
Florida
$2.54M 182,517 +127 +0.1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.77M 127,193 +36,468 +40%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.28M 91,968 +5,185 +6%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$1.17M 87,029 +23,358 +37%
AAM
18
Advisors Asset Management
Colorado
$1.13M 80,941 -2,271 -3%
MAFM
19
Mid Atlantic Financial Management
Pennsylvania
$727K 52,132 -1,000 -2%
VCM
20
Virtue Capital Management
Tennessee
$722K 51,900 +51,900 New
SFS
21
Shaker Financial Services
Virginia
$613K 44,051 -55,369 -56%
OC
22
Oppenheimer & Co
New York
$594K 42,697 +128 +0.3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$550K 39,509 +12,731 +48%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$542K 38,968 -2,046 -5%
BRWA
25
B. Riley Wealth Advisors
Florida
$481K 34,495 +25 +0.1%
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