FSD

FIRST TRUST HIGH INCOME LONG/SHORT FUND
FSD

Overview Fund Activity
Delisted

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

Back to rankings

67 hedge funds and large institutions have $194M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 11 closing their positions.

Holders
67
Holders Change
-6
Holders Change %
-8.22%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
28
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$59.9M
2
BI
2
Bramshill Investments
Florida
$15.5M
3
PPA
3
Parametric Portfolio Associates
Washington
$31.1M
4
SIA
4
Sit Investment Associates
Minnesota
$24.2M
5
SFS
5
Shaker Financial Services
Virginia
$1.67M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$0
2
RCM
2
Rivernorth Capital Management
Florida
$10.5M
3
6M
3
6 Meridian
Kansas
$0
4
AAM
4
Advisors Asset Management
Colorado
$0
5
CP
5
Camelot Portfolios
Ohio
$3.55M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$59.9M 3,805,552 +362,691 +11%
PPA
2
Parametric Portfolio Associates
Washington
$31.1M 1,972,001 +188,951 +11%
SIA
3
Sit Investment Associates
Minnesota
$24.2M 1,538,975 +63,240 +4%
BI
4
Bramshill Investments
Florida
$15.5M 983,868 +320,108 +48%
RCM
5
Rivernorth Capital Management
Florida
$10.5M 663,712 -152,222 -19%
Invesco
6
Invesco
Georgia
$7.35M 466,832 +16,965 +4%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.81M 368,954 +19,149 +5%
COLIM
8
City of London Investment Management
United Kingdom
$4.24M 268,733 – –
CP
9
Camelot Portfolios
Ohio
$3.55M 225,344 -48,897 -18%
Wells Fargo
10
Wells Fargo
California
$3.18M 201,757 -19,145 -9%
RJA
11
Raymond James & Associates
Florida
$2.78M 176,616 +7,244 +4%
Ameriprise
12
Ameriprise
Minnesota
$2.6M 165,202 -27,241 -14%
UBS Group
13
UBS Group
Switzerland
$2.57M 162,940 +2,498 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.08M 132,024 -1,090 -0.8%
SFS
15
Shaker Financial Services
Virginia
$1.67M 105,745 +40,328 +62%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.38M 87,771 -3,648 -4%
SFS
17
Sowell Financial Services
Arkansas
$1.13M 71,491 +2,851 +4%
MAFM
18
Mid Atlantic Financial Management
Pennsylvania
$1.04M 65,835 -1,447 -2%
TJHA
19
Thomas J. Herzfeld Advisors
Florida
$1.03M 65,459 -46,068 -41%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$896K 56,920 +18,856 +50%
DADC
21
D.A. Davidson & Co
Montana
$773K 49,061 -3,145 -6%
Lazard Asset Management
22
Lazard Asset Management
New York
– – – –
POIA
23
Pin Oak Investment Advisors
Texas
$614K 38,973 +3,810 +11%
GC
24
Guggenheim Capital
Illinois
$576K 36,560 +8,030 +28%
Stifel Financial
25
Stifel Financial
Missouri
$565K 35,864 +3,250 +10%
1
2 3 4