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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
NA
26
NewEdge Advisors
Louisiana
$624K +$630K +40,039 New
POIA
27
Pin Oak Investment Advisors
Texas
$543K -$65.2K -4,145 -11%
KPWS
28
Kestra Private Wealth Services
Texas
$530K +$5.93K +377 +1%
Franklin Resources
29
Franklin Resources
California
$458K
Bank of America
30
Bank of America
North Carolina
$427K -$3.78K -240 -0.9%
Fiera Capital (Canada)
31
Fiera Capital (Canada)
Quebec, Canada
$412K +$11.4K +725 +3%
CIA
32
Capital Investment Advisors
Georgia
$363K -$6.88K -437 -2%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$350K -$87.6K -5,563 -20%
SPIA
34
Steward Partners Investment Advisory
New York
$343K +$101K +6,402 +41%
RCWM
35
Royal Capital Wealth Management
Indiana
$342K +$345K +21,940 New
BWA
36
BDO Wealth Advisors
Florida
$337K
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$328K +$138K +8,766 +71%
ARC
38
Advisor Resource Council
Texas
$326K +$329K +20,923 New
RGF
39
Retirement Guys Formula
Ohio
$318K +$321K +20,371 New
HI
40
Harbour Investments
Wisconsin
$270K -$135K -8,548 -33%
GA
41
Greytown Advisors
Florida
$230K +$185K +11,775 New
RJT
42
Raymond James Trust
Florida
$224K
WI
43
Wintrust Investments
Illinois
$221K +$4.33K +275 +2%
WT
44
Whittier Trust
California
$202K
BRWA
45
B. Riley Wealth Advisors
Florida
$182K +$551 +35 +0.3%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$167K +$6.71K +426 +4%
IA
47
Insight Advisors
Pennsylvania
$165K +$167K +10,600 New
UCI
48
Uncommon Cents Investing
Wisconsin
$164K
Lazard Asset Management
49
Lazard Asset Management
New York
$155K
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$101K -$50.5K -3,209 -33%