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

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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)
24
Total
Institutional Inflows
(last 12 months)
$13.31M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$9.50M
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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
10/18/2024Meridian Financial Partners LLC52,504$642K0.3%N/A0.000%
9/5/2024 Sanctuary Advisors LLC22,029$255K0.0%N/A0.000%
8/26/2024 Founders Financial Alliance LLC22,865$282K0.1%+8.7%0.000%
8/16/2024 Quarry LP302,446$3.73M0.9%+247.6%0.000%
8/16/2024 NewEdge Advisors LLC104,758$1.29M0.0%+140.0%0.000%
8/13/2024 Thrivent Financial for Lutherans188,720$2.33M0.0%-4.1%0.000%
8/8/2024 J.W. Cole Advisors Inc.27,969$345K0.0%N/A0.000%
8/7/2024 Choreo LLC20,860$255K0.0%N/A0.000%
8/7/2024 Wedbush Securities Inc.17,764$219K0.0%+9.2%0.000%
8/3/2024 Shaker Financial Services LLC24,479$302K0.1%-85.8%0.000%
8/2/2024 Wolverine Asset Management LLC55,811$689K0.0%-34.8%0.000%
8/1/2024 GraniteShares Advisors LLC162,847$2.01M0.7%+14.3%0.000%
7/30/2024 International Assets Investment Management LLC3,000$37K0.0%N/A0.000%
7/29/2024 Whittier Trust Co.62,802$775K0.0%-57.0%0.000%
7/19/2024Raymond James & Associates156,646$1.93M0.0%-65.2%0.000%
7/18/2024 Kennedy Investment Group451,314$5.57M2.8%+0.8%0.000%
7/9/2024 Kingswood Wealth Advisors LLC131,783$1.63M0.1%-0.9%0.000%
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%
4/22/2024Raymond 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%
2/8/2024Matisse 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%
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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%
1/16/2024Raymond James Financial Services Advisors Inc.52,172$631K0.0%+7.5%0.000%
1/16/2024Raymond 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%
1/5/2024Capital 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%
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%
10/24/2023Raymond James Financial Services Advisors Inc.48,538$520K0.0%-15.7%0.000%
10/24/2023Raymond 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%
10/16/2023Capital 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%
7/25/2023Raymond 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%
7/11/2023Capital 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%
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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%
4/14/2023Raymond James Financial Services Advisors Inc.57,831$656K0.0%-2.2%0.000%
4/14/2023Raymond 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%
(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, 51 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 ($5.57M), Osaic Holdings Inc. ($4.11M), Advisor Group Holdings Inc. ($3.98M), and Quarry LP ($3.73M).Learn more on FSD's institutional investors.

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

Of the 43 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), Raymond James & Associates ($281.19K), Quarry LP ($237.32K), Shaker Financial Services LLC ($180.94K), GraniteShares Advisors LLC ($162.85K), Kingswood Wealth Advisors LLC ($133.91K), and Whittier Trust Co. ($133.05K).

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

Institutional investors have bought a total of 2,625,009 shares in the last 24 months. This purchase volume represents approximately $30.28M in transactions.

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

Of the 26 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 ($323.97K), Raymond James & Associates ($293.26K), Sit Investment Associates Inc. ($126.15K), Camelot Portfolios LLC ($101.51K), and Whittier Trust Co. ($83.20K).

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

Institutional investors have sold a total of 2,020,261 shares in the last 24 months. This volume of shares sold represents approximately $23.35M in transactions.


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This page (NYSE:FSD) was last updated on 12/21/2024 by MarketBeat.com Staff
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