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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66 hedge funds and large institutions have $134M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
26
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$3.03M
2
AP
2
Americana Partners
Texas
$4.28M
3
API
3
Advisor Partners II
California
$1.1M
4
RJA
4
Raymond James & Associates
Florida
$3.56M
5
WAM
5
Wolverine Asset Management
Illinois
$749K

Top Sellers

1
BI
1
Bramshill Investments
Florida
$7.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$64.5M
3
UBS Group
3
UBS Group
Switzerland
$2.66M
4
GC
4
Guggenheim Capital
Illinois
$1.22M
5
CP
5
Camelot Portfolios
Ohio
$694K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$64.5M 6,020,785 -161,406 -3%
BI
2
Bramshill Investments
Florida
$7.1M 662,043 -444,923 -40%
SIA
3
Sit Investment Associates
Minnesota
$5.91M 551,672 -14,022 -2%
KIG
4
Kennedy Investment Group
New Jersey
$4.67M 435,824 +12,736 +3%
AP
5
Americana Partners
Texas
$4.28M 422,955 +142,165 +51%
Invesco
6
Invesco
Georgia
$4.14M 386,171 -21,799 -5%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.08M 380,149 +21,158 +6%
Ameriprise
8
Ameriprise
Minnesota
$4.03M 375,956 +25,608 +7%
RJA
9
Raymond James & Associates
Florida
$3.56M 331,649 +94,663 +40%
SFS
10
Shaker Financial Services
Virginia
$3.03M 282,516 +154,840 +121%
UBS Group
11
UBS Group
Switzerland
$2.66M 248,080 -54,644 -18%
Cohen & Steers
12
Cohen & Steers
New York
$2.47M 230,000 – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.4M 223,753 -19 -0%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$2.22M 206,720 – –
KWA
15
Kingswood Wealth Advisors
California
$1.44M 133,908 – –
LPL Financial
16
LPL Financial
California
$1.25M 117,016 +34,094 +41%
GC
17
Guggenheim Capital
Illinois
$1.22M 113,954 -45,149 -28%
API
18
Advisor Partners II
California
$1.1M 102,474 +102,474 New
COLIM
19
City of London Investment Management
United Kingdom
$1.09M 102,040 +14,800 +17%
AA
20
AQR Arbitrage
Connecticut
$919K 85,753 +56,419 +192%
SFS
21
Sowell Financial Services
Arkansas
$765K 71,400 – –
WAM
22
Wolverine Asset Management
Illinois
$749K 69,849 +69,849 New
Stifel Financial
23
Stifel Financial
Missouri
$726K 67,759 +116 +0.2%
CP
24
Camelot Portfolios
Ohio
$694K 64,743 -43,541 -40%
DADC
25
D.A. Davidson & Co
Montana
$681K 63,495 +2,155 +4%
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