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First Trust High Income Long/Short Fund (FSD) Institutional Ownership

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$11.59
+0.05 (+0.43%)
(As of 04/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for First Trust High Income Long/Short Fund (NYSE:FSD)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$21.11M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$8.92M
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FSD Institutional Buying and Selling by Quarter

First Trust High Income Long/Short Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/22/2024 Raymond James & Associates449,904$5.37M0.0%+18.6%0.000%
4/22/2024 GraniteShares Advisors LLC142,534$1.70M0.9%+14.6%0.000%
4/15/2024 Kingswood Wealth Advisors LLC132,990$1.59M0.2%-0.7%0.000%
4/12/2024 High Net Worth Advisory Group LLC18,444$220K0.1%+13.7%0.000%
4/10/2024 Park Avenue Securities LLC11,482$137K0.0%N/A0.000%
2/20/2024Quarry LP21,886$265K0.0%N/A0.000%
2/9/2024Founders Financial Alliance LLC20,043$242K0.1%+7.1%0.000%
2/9/2024City of London Investment Management Co. Ltd.152,837$1.85M0.2%+49.8%0.000%
2/9/2024D.A. Davidson & CO.66,840$808K0.0%+5.3%0.000%
2/8/2024Matisse Capital33,926$410K0.2%N/A0.000%
2/8/2024Janney Montgomery Scott LLC45,517$550K0.0%-7.5%0.000%
2/7/2024Shaker Financial Services LLC161,735$1.96M0.8%-42.8%0.000%
2/5/2024Kestra Private Wealth Services LLC22,244$269K0.0%-13.3%0.000%
2/1/2024Wolverine Asset Management LLC59,445$719K0.0%-14.9%0.000%
1/30/2024 GraniteShares Advisors LLC124,390$1.50M1.4%N/A0.000%
1/29/2024 Kennedy Investment Group444,243$5.37M3.0%+1.9%0.000%
1/25/2024 International Assets Investment Management LLC36,270$439K0.0%+1,109.0%0.000%
1/25/2024Americana Partners LLC462,074$5.60M0.5%+9.2%0.000%
1/24/2024Sowell Financial Services LLC72,700$879K0.0%+1.8%0.000%
1/23/2024Camelot Portfolios LLC88,976$1.08M0.6%+37.4%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.52,172$631K0.0%+7.5%0.000%
1/16/2024 Raymond James & Associates379,423$4.59M0.0%+14.4%0.000%
1/12/2024 Advisor Resource Council19,833$240K0.0%N/A0.000%
1/8/2024 High Net Worth Advisory Group LLC16,228$196K0.1%N/A0.000%
1/5/2024 Capital Investment Advisors LLC14,744$178K0.0%-19.6%0.000%
11/14/2023AQR Arbitrage LLC85,753$919K0.0%+192.3%0.000%
11/13/2023Bramshill Investments LLC662,043$7.10M0.8%-40.2%0.000%
11/13/2023Wolverine Asset Management LLC69,849$749K0.0%N/A0.000%
11/9/2023City of London Investment Management Co. Ltd.102,040$1.09M0.1%+17.0%0.000%
11/9/2023UBS Group AG248,080$2.66M0.0%-18.1%0.000%
11/8/2023D.A. Davidson & CO.63,495$681K0.0%+3.5%0.000%
11/8/2023Janney Montgomery Scott LLC49,191$527K0.0%+5.4%0.000%
11/8/2023Landscape Capital Management L.L.C.21,327$229K0.0%N/A0.000%
11/8/2023Oppenheimer & Co. Inc.34,262$367K0.0%+5.9%0.000%
11/8/2023Kestra Private Wealth Services LLC25,647$275K0.0%N/A0.000%
11/7/2023Americana Partners LLC422,955$4.28M0.5%+50.6%0.000%
11/2/2023Shaker Financial Services LLC282,516$3.03M1.4%+121.3%0.000%
10/26/2023Advisor Partners II LLC102,474$1.10M0.0%N/A0.000%
10/25/2023 Kennedy Investment Group435,824$4.67M2.8%+3.0%0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.48,538$520K0.0%-15.7%0.000%
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10/24/2023 Raymond James & Associates331,649$3.56M0.0%+39.9%0.000%
10/24/2023 Cambridge Investment Research Advisors Inc.28,864$309K0.0%+7.0%0.000%
10/23/2023Commonwealth Equity Services LLC35,574$381K0.0%+54.1%0.000%
10/20/2023Camelot Portfolios LLC64,743$694K0.7%-40.2%0.000%
10/16/2023 Capital Investment Advisors LLC18,332$197K0.0%-14.8%0.000%
10/4/2023 International Assets Investment Management LLC3,000$32K0.0%N/A0.000%
8/11/2023Guggenheim Capital LLC159,103$1.82M0.0%-11.0%0.000%
8/10/2023Osaic Holdings Inc.358,991$4.11M0.0%+1.2%0.000%
8/10/2023Sit Investment Associates Inc.565,694$6.47M0.2%-0.7%0.000%
8/10/2023Cetera Investment Advisers15,335$175K0.0%-12.0%0.000%
8/9/2023 Kingswood Wealth Advisors LLC133,908$1.53M0.5%N/A0.000%
8/7/2023Pinnacle Wealth Planning Services Inc.12,417$142K0.0%N/A0.000%
8/7/2023Shaker Financial Services LLC127,676$1.46M0.6%-20.8%0.000%
8/1/2023BDO Wealth Advisors LLC8,378$96K0.0%-10.7%0.000%
7/31/2023LPL Financial LLC82,922$949K0.0%-5.6%0.000%
7/31/2023Americana Partners LLC280,790$3.21M0.4%+219.9%0.000%
7/27/2023B. Riley Wealth Advisors Inc.15,693$180K0.0%-15.0%0.000%
7/26/2023Janney Montgomery Scott LLC46,653$534K0.0%N/A0.000%
7/25/2023 Raymond James & Associates236,986$2.71M0.0%+9.2%0.000%
7/25/2023Camelot Portfolios LLC108,284$1.24M0.8%+9.7%0.000%
7/19/2023 Kennedy Investment Group423,088$4.84M2.8%+5.3%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.26,978$309K0.0%-6.8%0.000%
7/11/2023 Capital Investment Advisors LLC21,521$246K0.0%N/A0.000%
6/1/2023 Kennedy Investment Group401,919$4.56M2.8%+1.8%0.000%
5/12/2023Royal Capital Wealth Management LLC18,676$212K0.2%-6.7%0.000%
5/12/2023 SeaCrest Wealth Management LLC16,921$192K0.0%N/A0.000%
5/11/2023Bramshill Investments LLC1,005,175$11.41M1.4%-1.8%0.000%
5/11/2023Guggenheim Capital LLC178,722$2.03M0.0%+7.3%0.000%
5/9/2023BDO Wealth Advisors LLC9,378$106K0.0%-43.7%0.000%
5/9/2023Wedbush Securities Inc.15,372$174K0.0%-42.5%0.000%
5/8/2023Shaker Financial Services LLC161,107$1.83M0.8%+19.3%0.000%
5/8/2023Americana Partners LLC87,772$996K0.2%N/A0.000%
4/20/2023Camelot Portfolios LLC98,744$1.12M0.8%-15.8%0.000%
4/14/2023 Raymond James Financial Services Advisors Inc.57,831$656K0.0%-2.2%0.000%
4/14/2023 Raymond James & Associates217,092$2.46M0.0%+8.2%0.000%
3/15/2023B. Riley Wealth Advisors Inc.17,756$203K0.0%-4.9%0.000%
2/10/2023City of London Investment Management Co. Ltd.176,684$2.02M0.2%+3.4%0.000%
2/10/2023Advisor Group Holdings Inc.347,702$3.98M0.0%-1.3%0.000%
2/10/2023Sit Investment Associates Inc.682,508$7.82M0.2%-15.2%0.000%
2/9/2023Landscape Capital Management L.L.C.18,522$212K0.0%-22.6%0.000%
2/9/2023Elequin Securities LLC10,370$119K0.0%N/A0.000%
2/9/2023Sowell Financial Services LLC71,400$818K0.1%N/A0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.59,115$677K0.0%-86.4%0.000%
2/8/2023 Raymond James & Associates200,695$2.30M0.0%+19.0%0.000%
2/8/2023Fiera Capital Corp45,243$518K0.0%+5.7%0.000%
2/8/2023Thrivent Financial for Lutherans218,720$2.50M0.0%+2.8%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.40,093$459K0.0%+51.5%0.000%
2/8/2023Oppenheimer & Co. Inc.32,399$371K0.0%-25.5%0.000%
2/7/2023Commonwealth Equity Services LLC29,456$337K0.0%+9.6%0.000%
2/7/2023LPL Financial LLC95,585$1.09M0.0%+5.6%0.000%
Protect Yourself While There’s Still Time … (Ad)

The next step of the Fed's control is here. Section 702 of the Foreign Intelligence Surveillance Act was renewed for two more years and passed into law earlier this week. Allowing the Fed to tighten its grip on your personal privacy and freedom.

4 simple steps to protect your privacy and money before it’s too late.
2/3/2023Shaker Financial Services LLC135,011$1.55M0.7%-14.0%0.000%
2/3/2023D.A. Davidson & CO.59,745$684K0.0%+1.6%0.000%
2/1/2023Janney Montgomery Scott LLC47,282$541K0.0%-3.4%0.000%
2/1/2023Kestra Private Wealth Services LLC24,977$286K0.0%-18.9%0.000%
1/31/2023Wedbush Securities Inc.26,721$306K0.0%-26.0%0.000%
1/30/2023 International Assets Investment Management LLC14,674$168K0.0%N/A0.000%
1/27/2023BDO Wealth Advisors LLC16,671$191K0.0%-14.4%0.000%
1/25/2023Camelot Portfolios LLC117,298$1.34M1.0%+5.8%0.000%
1/24/2023 Park Avenue Securities LLC10,252$117K0.0%N/A0.000%
12/16/2022 Retirement Guys Formula LLC23,053$250K0.3%-19.6%0.000%
(Data available from 1/1/2016 forward)

FSD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FSD shares?

During the previous two years, 57 institutional investors and hedge funds held shares of First Trust High Income Long/Short Fund. The most heavily invested institutionals were Bramshill Investments LLC ($7.10M), Sit Investment Associates Inc. ($6.47M), Americana Partners LLC ($5.60M), Rivernorth Capital Management LLC ($5.50M), Kennedy Investment Group ($5.37M), Raymond James & Associates ($5.37M), and Osaic Holdings Inc. ($4.11M).Learn more on FSD's institutional investors.

Which institutional investors have been buying First Trust High Income Long/Short Fund stock?

Of the 50 institutional investors that purchased First Trust High Income Long/Short Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Americana Partners LLC ($462.07K), Rivernorth Capital Management LLC ($408.42K), Bramshill Investments LLC ($356.71K), Raymond James & Associates ($285.51K), Shaker Financial Services LLC ($264.15K), City of London Investment Management Co. Ltd. ($242.28K), and Wolverine Asset Management LLC ($223.04K).

How much institutional buying is happening at First Trust High Income Long/Short Fund?

Institutional investors have bought a total of 3,832,409 shares in the last 24 months. This purchase volume represents approximately $44.92M in transactions.

Which First Trust High Income Long/Short Fund major shareholders have been selling company stock?

Of the 27 institutional investors that sold First Trust High Income Long/Short Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bramshill Investments LLC ($851.27K), Sit Investment Associates Inc. ($827.54K), Raymond James Financial Services Advisors Inc. ($386.03K), Shaker Financial Services LLC ($176.12K), Wolverine Asset Management LLC ($137.94K), Camelot Portfolios LLC ($104.23K), and Lazard Asset Management LLC ($77.78K).

How much institutional selling is happening at First Trust High Income Long/Short Fund?

Institutional investors have sold a total of 2,875,233 shares in the last 24 months. This volume of shares sold represents approximately $34.69M in transactions.


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This page (NYSE:FSD) was last updated on 4/26/2024 by MarketBeat.com Staff

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