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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74 hedge funds and large institutions have $230M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
74
Holders Change
+8
Holders Change %
+12.12%
% of All Funds
1.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
29
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$141M
2
CCP
2
Clough Capital Partners
Massachusetts
$5.28M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$4.37M
4
SIA
4
Sit Investment Associates
Minnesota
$9.95M
5
GA
5
GraniteShares Advisors
New York
$1.5M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$2.9M
2
SFS
2
Shaker Financial Services
Virginia
$1.96M
3
AA
3
AQR Arbitrage
Connecticut
$622K
4
Walleye Capital
4
Walleye Capital
New York
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$141M 11,645,616 +5,624,831 +93%
SIA
2
Sit Investment Associates
Minnesota
$9.95M 823,111 +271,439 +49%
AP
3
Americana Partners
Texas
$5.59M 462,074 +39,119 +9%
KIG
4
Kennedy Investment Group
New Jersey
$5.37M 444,243 +8,419 +2%
CCP
5
Clough Capital Partners
Massachusetts
$5.28M 436,789 +436,789 New
Invesco
6
Invesco
Georgia
$4.69M 387,607 +1,436 +0.4%
RJA
7
Raymond James & Associates
Florida
$4.59M 379,423 +47,774 +14%
Ameriprise
8
Ameriprise
Minnesota
$4.57M 376,599 +643 +0.2%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.4M 363,561 -16,588 -4%
Pathstone Holdings
10
Pathstone Holdings
New Jersey
$4.37M 361,350 +361,350 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.05M 251,789 +28,036 +13%
UBS Group
12
UBS Group
Switzerland
$3.02M 249,490 +1,410 +0.6%
BI
13
Bramshill Investments
Florida
$2.9M 240,157 -421,886 -64%
Cohen & Steers
14
Cohen & Steers
New York
$2.78M 230,000 – –
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$2.42M 199,720 -7,000 -3%
SFS
16
Shaker Financial Services
Virginia
$1.96M 161,735 -120,781 -43%
COLIM
17
City of London Investment Management
United Kingdom
$1.85M 152,837 +50,797 +50%
KWA
18
Kingswood Wealth Advisors
California
$1.62M 133,908 – –
GA
19
GraniteShares Advisors
New York
$1.5M 124,390 +124,390 New
LPL Financial
20
LPL Financial
California
$1.5M 124,281 +7,265 +6%
GC
21
Guggenheim Capital
Illinois
$1.24M 102,162 -11,792 -10%
CP
22
Camelot Portfolios
Ohio
$1.08M 88,976 +24,233 +37%
SFS
23
Sowell Financial Services
Arkansas
$879K 72,700 +1,300 +2%
Jane Street
24
Jane Street
New York
$873K 72,239 +72,239 New
DADC
25
D.A. Davidson & Co
Montana
$808K 66,840 +3,345 +5%
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