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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60 hedge funds and large institutions have $195M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 13 closing their positions.

Holders
60
Holders Change
-7
Holders Change %
-10.45%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$11.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$65.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.59M
4
Cohen & Steers
4
Cohen & Steers
New York
$2.15M
5
UBS Group
5
UBS Group
Switzerland
$4.13M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
PPA
2
Parametric Portfolio Associates
Washington
$27.1M
3
BI
3
Bramshill Investments
Florida
$12.1M
4
CP
4
Camelot Portfolios
Ohio
$1.44M
5
SIA
5
Sit Investment Associates
Minnesota
$22.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$65.3M 4,111,487 +305,935 +8%
PPA
2
Parametric Portfolio Associates
Washington
$27.1M 1,702,874 -269,127 -14%
SIA
3
Sit Investment Associates
Minnesota
$22.6M 1,423,007 -115,968 -8%
BI
4
Bramshill Investments
Florida
$12.1M 760,360 -223,508 -23%
PCM
5
Penserra Capital Management
California
$11.6M 731,799 +731,799 New
Invesco
6
Invesco
Georgia
$7.25M 456,486 -10,346 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.73M 360,648 -8,306 -2%
COLIM
8
City of London Investment Management
United Kingdom
$4.28M 268,733 – –
UBS Group
9
UBS Group
Switzerland
$4.13M 259,632 +96,692 +59%
Wells Fargo
10
Wells Fargo
California
$3.32M 208,800 +7,043 +3%
RJA
11
Raymond James & Associates
Florida
$2.91M 182,986 +6,370 +4%
Ameriprise
12
Ameriprise
Minnesota
$2.73M 171,746 +6,544 +4%
Citadel Advisors
13
Citadel Advisors
Florida
$2.59M 163,098 +163,098 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.2M 138,594 +6,570 +5%
Cohen & Steers
15
Cohen & Steers
New York
$2.15M 135,000 +135,000 New
GC
16
Guggenheim Capital
Illinois
$1.57M 98,855 +62,295 +170%
CP
17
Camelot Portfolios
Ohio
$1.44M 90,372 -134,972 -60%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.39M 87,305 -466 -0.5%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$1.27M 80,167 +23,247 +41%
SFS
20
Sowell Financial Services
Arkansas
$1.14M 71,491 – –
SFS
21
Shaker Financial Services
Virginia
$882K 55,501 -50,244 -48%
AAM
22
Advisors Asset Management
Colorado
$880K 55,385 +55,385 New
DADC
23
D.A. Davidson & Co
Montana
$769K 48,365 -696 -1%
OC
24
Oppenheimer & Co
New York
$664K 41,736 +18,047 +76%
POIA
25
Pin Oak Investment Advisors
Texas
$619K 38,973 – –
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