Free Trial

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

→ Trump’s Gift Could Unleash $51 Billion in New Wealth (From Wealthpin Pro) (Ad)
Free FSD Stock Alerts
$12.05
+0.16 (+1.35%)
(As of 05/31/2024 ET)
Compare
Stock AnalysisChartCompetitorsDividendFinancialsHeadlinesOwnershipSEC FilingsShort InterestTrends

Institutional Ownership Changes (13F Filings) for First Trust High Income Long/Short Fund (NYSE:FSD)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$21.01M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$9.30M
Get FSD Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust High Income Long/Short Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FSD Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2024 City of London Investment Management Co. Ltd.148,064$1.77M0.1%-3.1%0.000%
5/10/2024 Pinnacle Wealth Planning Services Inc.13,679$163K0.0%+7.8%0.000%
5/9/2024 Camelot Portfolios LLC49,561$591K0.6%-44.3%0.000%
5/7/2024 Oppenheimer & Co. Inc.29,317$350K0.0%-4.5%0.000%
5/3/2024 Whittier Trust Co.146,004$1.74M0.0%+1,026.9%0.000%
5/1/2024 Janney Montgomery Scott LLC22,094$264K0.0%-51.5%0.000%
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%
2/20/2024 Quarry LP21,886$265K0.0%N/A0.000%
2/9/2024 Founders Financial Alliance LLC20,043$242K0.1%+7.1%0.000%
2/9/2024 City of London Investment Management Co. Ltd.152,837$1.85M0.2%+49.8%0.000%
2/9/2024 D.A. Davidson & CO.66,840$808K0.0%+5.3%0.000%
2/8/2024 Matisse Capital33,926$410K0.2%N/A0.000%
2/8/2024 Janney Montgomery Scott LLC45,517$550K0.0%-7.5%0.000%
2/7/2024 Shaker Financial Services LLC161,735$1.96M0.8%-42.8%0.000%
2/5/2024 Kestra Private Wealth Services LLC22,244$269K0.0%-13.3%0.000%
2/1/2024 Wolverine 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%
1/25/2024 Americana Partners LLC462,074$5.60M0.5%+9.2%0.000%
1/24/2024 Sowell Financial Services LLC72,700$879K0.0%+1.8%0.000%
1/23/2024 Camelot 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%
11/14/2023 AQR Arbitrage LLC85,753$919K0.0%+192.3%0.000%
11/13/2023 Bramshill Investments LLC662,043$7.10M0.8%-40.2%0.000%
11/13/2023 Wolverine Asset Management LLC69,849$749K0.0%N/A0.000%
11/9/2023 City of London Investment Management Co. Ltd.102,040$1.09M0.1%+17.0%0.000%
11/9/2023 UBS Group AG248,080$2.66M0.0%-18.1%0.000%
11/8/2023 D.A. Davidson & CO.63,495$681K0.0%+3.5%0.000%
11/8/2023 Janney Montgomery Scott LLC49,191$527K0.0%+5.4%0.000%
11/8/2023 Landscape Capital Management L.L.C.21,327$229K0.0%N/A0.000%
11/8/2023 Oppenheimer & Co. Inc.34,262$367K0.0%+5.9%0.000%
SHOCKING Crypto Leak… (Ad)

A shocking leak has revealed tech giant Microsoft's plans to add crypto support to future products. If the plans in these leaked internal documents pan out, we could see prices skyrocket for Bitcoin, Ethereum, XRP and MORE… The coupling of gaming and cryptocurrency could absolutely transform digital finance as we know it in 2024.

Claim your free seat by clicking here now.
11/8/2023 Kestra Private Wealth Services LLC25,647$275K0.0%N/A0.000%
11/7/2023 Americana Partners LLC422,955$4.28M0.5%+50.6%0.000%
11/2/2023 Shaker 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%
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%
10/20/2023 Camelot 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%
8/11/2023 Guggenheim Capital LLC159,103$1.82M0.0%-11.0%0.000%
8/10/2023 Osaic Holdings Inc.358,991$4.11M0.0%+1.2%0.000%
8/10/2023 Sit Investment Associates Inc.565,694$6.47M0.2%-0.7%0.000%
8/10/2023 Cetera Investment Advisers15,335$175K0.0%-12.0%0.000%
8/9/2023 Kingswood Wealth Advisors LLC133,908$1.53M0.5%N/A0.000%
8/7/2023 Pinnacle Wealth Planning Services Inc.12,417$142K0.0%N/A0.000%
8/7/2023 Shaker Financial Services LLC127,676$1.46M0.6%-20.8%0.000%
8/1/2023BDO Wealth Advisors LLC8,378$96K0.0%-10.7%0.000%
7/31/2023 LPL Financial LLC82,922$949K0.0%-5.6%0.000%
7/31/2023 Americana Partners LLC280,790$3.21M0.4%+219.9%0.000%
7/27/2023 B. Riley Wealth Advisors Inc.15,693$180K0.0%-15.0%0.000%
7/26/2023 Janney Montgomery Scott LLC46,653$534K0.0%N/A0.000%
7/25/2023 Raymond James & Associates236,986$2.71M0.0%+9.2%0.000%
7/25/2023 Camelot 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%
5/12/2023 Royal Capital Wealth Management LLC18,676$212K0.2%-6.7%0.000%
5/12/2023 SeaCrest Wealth Management LLC16,921$192K0.0%N/A0.000%
5/11/2023 Bramshill Investments LLC1,005,175$11.41M1.4%-1.8%0.000%
5/11/2023 Guggenheim Capital LLC178,722$2.03M0.0%+7.3%0.000%
5/9/2023BDO Wealth Advisors LLC9,378$106K0.0%-43.7%0.000%
5/9/2023 Wedbush Securities Inc.15,372$174K0.0%-42.5%0.000%
5/8/2023 Shaker Financial Services LLC161,107$1.83M0.8%+19.3%0.000%
5/8/2023 Americana Partners LLC87,772$996K0.2%N/A0.000%
4/20/2023 Camelot 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%
3/15/2023 B. Riley Wealth Advisors Inc.17,756$203K0.0%-4.9%0.000%
2/10/2023 City of London Investment Management Co. Ltd.176,684$2.02M0.2%+3.4%0.000%
2/10/2023 Advisor Group Holdings Inc.347,702$3.98M0.0%-1.3%0.000%
2/10/2023 Sit Investment Associates Inc.682,508$7.82M0.2%-15.2%0.000%
2/9/2023 Landscape Capital Management L.L.C.18,522$212K0.0%-22.6%0.000%
2/9/2023 Elequin Securities LLC10,370$119K0.0%N/A0.000%
2/9/2023 Sowell 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%
The Only Energy Play You Should Be Looking At (Ad)

Open AI’s Sam Altman recently helped this company raise $577 million in funding… What’s more is, It has already inked deals with the Department of Energy.

Click here to get all the information about it.
2/8/2023 Fiera Capital Corp45,243$518K0.0%+5.7%0.000%
2/8/2023 Thrivent 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%
2/8/2023 Oppenheimer & Co. Inc.32,399$371K0.0%-25.5%0.000%
2/7/2023Commonwealth Equity Services LLC29,456$337K0.0%+9.6%0.000%
2/7/2023 LPL Financial LLC95,585$1.09M0.0%+5.6%0.000%
2/3/2023 Shaker Financial Services LLC135,011$1.55M0.7%-14.0%0.000%
2/3/2023 D.A. Davidson & CO.59,745$684K0.0%+1.6%0.000%
2/1/2023 Janney Montgomery Scott LLC47,282$541K0.0%-3.4%0.000%
2/1/2023 Kestra Private Wealth Services LLC24,977$286K0.0%-18.9%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, 53 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), Kennedy Investment Group ($5.37M), Raymond James & Associates ($5.37M), Osaic Holdings Inc. ($4.11M), and Advisor Group Holdings Inc. ($3.98M).Learn more on FSD's institutional investors.

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

Of the 45 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), Bramshill Investments LLC ($356.71K), Raymond James & Associates ($285.51K), City of London Investment Management Co. Ltd. ($242.28K), Shaker Financial Services LLC ($213.77K), Raymond James Financial Services Advisors Inc. ($165.02K), and GraniteShares Advisors LLC ($142.53K).

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

Institutional investors have bought a total of 3,192,340 shares in the last 24 months. This purchase volume represents approximately $36.10M in transactions.

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

Of the 28 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 ($463.72K), Raymond James Financial Services Advisors Inc. ($386.03K), Shaker Financial Services LLC ($176.12K), Camelot Portfolios LLC ($143.65K), Sit Investment Associates Inc. ($140.39K), Wolverine Asset Management LLC ($137.94K), 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 1,843,793 shares in the last 24 months. This volume of shares sold represents approximately $20.70M in transactions.


Related Companies:
This page (NYSE:FSD) was last updated on 6/2/2024 by MarketBeat.com Staff

From Our Partners
Trump’s Gift Could Unleash $51 Billion in New Wealth
Wealthpin Pro
The #1 Crypto That You Don’t Own… Yet
Crypto 101 Media
Biden Nomination CANCELED?
The Freeport Society
Warren Buffett, Jeff Bezos, Michael Bloomberg, & 48 Members of Congress Are Buying ONE Sector…
InvestorPlace
Exposed: 10 CENT Crypto to Explode May 20th?
True Market Insiders
He Is Giving Away Bitcoin
Crypto Swap Profits
Elon to Transform U.S. Economy?
Porter & Company
Biden replacement revealed?
Paradigm Press