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 $142M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
60
Holders Change
-3
Holders Change %
-4.76%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
21
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AP
1
Americana Partners
Texas
$3.21M
2
KWA
2
Kingswood Wealth Advisors
California
$1.53M
3
BI
3
Bramshill Investments
Florida
$12.7M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$534K
5
CIA
5
Capital Investment Advisors
Georgia
$246K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$70.7M
2
Wells Fargo
2
Wells Fargo
California
$934K
3
SFS
3
Shaker Financial Services
Virginia
$1.46M
4
Invesco
4
Invesco
Georgia
$4.67M
5
GC
5
Guggenheim Capital
Illinois
$1.82M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$70.7M 6,182,191 -201,542 -3%
BI
2
Bramshill Investments
Florida
$12.7M 1,106,966 +101,791 +10%
SIA
3
Sit Investment Associates
Minnesota
$6.47M 565,694 -4,104 -0.7%
KIG
4
Kennedy Investment Group
New Jersey
$4.84M 423,088 +21,169 +5%
Invesco
5
Invesco
Georgia
$4.67M 407,970 -27,781 -6%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.11M 358,991 +4,193 +1%
Ameriprise
7
Ameriprise
Minnesota
$4.01M 350,348 +7,099 +2%
UBS Group
8
UBS Group
Switzerland
$3.46M 302,724 +3,337 +1%
AP
9
Americana Partners
Texas
$3.21M 280,790 +193,018 +220%
RJA
10
Raymond James & Associates
Florida
$2.71M 236,986 +19,894 +9%
Cohen & Steers
11
Cohen & Steers
New York
$2.63M 230,000 – –
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.56M 223,772 +11,894 +6%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$2.37M 206,720 – –
GC
14
Guggenheim Capital
Illinois
$1.82M 159,103 -19,619 -11%
KWA
15
Kingswood Wealth Advisors
California
$1.53M 133,908 +133,908 New
SFS
16
Shaker Financial Services
Virginia
$1.46M 127,676 -33,431 -21%
CP
17
Camelot Portfolios
Ohio
$1.24M 108,284 +9,540 +10%
COLIM
18
City of London Investment Management
United Kingdom
$999K 87,240 – –
LPL Financial
19
LPL Financial
California
$949K 82,922 -4,945 -6%
Wells Fargo
20
Wells Fargo
California
$934K 81,614 -45,881 -36%
SFS
21
Sowell Financial Services
Arkansas
$817K 71,400 – –
Stifel Financial
22
Stifel Financial
Missouri
$774K 67,643 +1,725 +3%
DADC
23
D.A. Davidson & Co
Montana
$702K 61,340 +735 +1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$659K 57,602 -229 -0.4%
NA
25
NewEdge Advisors
Louisiana
$578K 50,519 +875 +2%
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