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FSD

FIRST TRUST HIGH INCOME LONG/SHORT FUND

Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$603K -$15.3K -956 -2%
SFS
27
Shaker Financial Services
Virginia
$574K -$1.75M -109,169 -74%
AAM
28
American Asset Management
Florida
$480K +$11.2K +700 +2%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$456K +$486K +30,326 New
OC
30
Oppenheimer & Co
New York
$454K -$459K -28,630 -49%
6M
31
6 Meridian
Kansas
$445K +$474K +29,545 New
Franklin Resources
32
Franklin Resources
California
$442K
OFG
33
OTA Financial Group
New York
$402K +$429K +26,740 New
HFS
34
HL Financial Services
Kentucky
$396K +$3.18K +198 +0.8%
BRWA
35
B. Riley Wealth Advisors
Florida
$373K +$305 +19 +0.1%
Stifel Financial
36
Stifel Financial
Missouri
$335K -$37.7K -2,352 -10%
SWM
37
SeaCrest Wealth Management
New York
$311K -$105K -6,559 -24%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$305K +$177K +11,040 +120%
WAM
39
Wolverine Asset Management
Illinois
$300K -$1M -62,412 -76%
POIA
40
Pin Oak Investment Advisors
Texas
$262K
AI
41
Atria Investments
North Carolina
$254K +$270K +16,847 New
Walleye Trading
42
Walleye Trading
New York
$250K +$266K +16,600 New
AAM
43
Advisors Asset Management
Colorado
$234K -$370K -23,063 -61%
WAM
44
Weiss Asset Management
Massachusetts
$206K -$165K -10,305 -43%
DWT
45
Dorsey & Whitney Trust
South Dakota
$203K
RJT
46
Raymond James Trust
Florida
$198K
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$194K -$8.13K -507 -4%
CIA
48
Capital Investment Advisors
Georgia
$166K +$3.21K +200 +2%
Goldman Sachs
49
Goldman Sachs
New York
$165K +$176K +10,950 New
AG
50
Advisor Group
Arizona
$152K -$17.8K -1,107 -10%