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FSD
FIRST TRUST HIGH INCOME LONG/SHORT FUND
FSD
FSD
Delisted
FSD was delisted on the 19th of July, 2024.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 51 |
51
Fifth Third Bancorp
Cincinnati,
Ohio
| $21K | – | – | – |
|
| 52 |
52
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $21K | – | – | – |
|
| 53 |
WA
53
WFG Advisors
Dallas,
Texas
| $16K | +$15.4K | +1,000 | New |
|
| 54 |
PCM
54
Penserra Capital Management
Orinda,
California
| $7K | +$832 | +54 | +12% |
|
| 55 |
55
Creative Planning
Overland Park,
Kansas
| $3K | – | – | – |
|
| 56 |
CRC
56
Curi RMB Capital
Chicago,
Illinois
| – | -$3.31M | -223,322 | Closed |
|
| 57 |
EM
57
EnTrustPermal Management
New York
| – | -$2.42M | -163,000 | Closed |
|
| 58 |
TC
58
TFS Capital
West Chester,
Pennsylvania
| – | -$420K | -28,305 | Closed |
|
| 59 |
CS
59
Credit Suisse
Zurich,
Switzerland
| – | -$356K | -24,023 | Closed |
|
| 60 |
60
Citadel Advisors
Miami,
Florida
| – | -$162K | -10,920 | Closed |
|
| 61 |
EWM
61
Evercore Wealth Management
New York
| – | -$74K | -5,000 | Closed |
|
| 62 |
VNA
62
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$20K | -1,333 | Closed |
|
| 63 |
CFA
63
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$16K | -1,100 | Closed |
|