Latest Institutional Transactions on First Trust High Income Long/Short Fund (FSD)
This table provides information on the latest institutional transactions involving First Trust High Income Long/Short Fund (FSD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
52.5KNew |
$0 - $661K
|
52.5K
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-42- 2.02% |
$0 - $528
|
2.04K
$0
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.3K+ 0.39% |
$264K - $287K
|
5.94M
$0
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.84K+ 8.73% |
$20.8K - $22.7K
|
22.9K
$0
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.22K+ 18.82% |
$47.8K - $52.1K
|
26.6K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-622- 1.46% |
$7.05K - $7.68K
|
41.9K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
61.1K+ 140.01% |
$692K - $754K
|
105K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
48.9K+ 12.65% |
$554K - $603K
|
435K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
8.1K+ 67.74% |
$91.8K - $100K
|
20.1K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-99.6K- 28.53% |
$1.13M - $1.23M
|
249K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1.46K- 2.0% |
$16.5K - $18K
|
71.5K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-174K- 19.89% |
$1.97M - $2.15M
|
701K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
59+ 0.58% |
$668 - $728
|
10.2K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
397K+ 197.7% |
$4.49M - $4.89M
|
597K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.15K- 1.44% |
$13.1K - $14.2K
|
79.2K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
215K+ 247.59% |
$2.44M - $2.66M
|
302K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.5K+ 19.45% |
$164K - $179K
|
89.1K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.73K+ 3.23% |
$19.6K - $21.4K
|
55.4K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12K- 19.68% |
$136K - $148K
|
49K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8K- 4.07% |
$90.6K - $98.7K
|
189K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-326K- 91.32% |
$3.7M - $4.03M
|
31K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
221K+ 114.21% |
$2.5M - $2.72M
|
414K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-81.1K- 21.65% |
$919K - $1M
|
294K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
396+ 2.4% |
$4.49K - $4.89K
|
16.9K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-52- 53.06% |
$589 - $642
|
46
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
595+ 17.88% |
$6.74K - $7.34K
|
3.92K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
35.8K+ 14.78% |
$405K - $442K
|
278K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-500- 55.49% |
$5.67K - $6.17K
|
401
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.51K+ 7.3% |
$17.1K - $18.7K
|
22.2K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
426New |
$4.83K - $5.26K
|
426
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
32.9K+ 66.3% |
$372K - $405K
|
82.4K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.5K- 19.95% |
$50.9K - $55.5K
|
18K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
538+ 3.93% |
$6.1K - $6.64K
|
14.2K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28KNew |
$317K - $345K
|
28K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-208- 1.75% |
$2.36K - $2.57K
|
11.7K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11KNew |
$125K - $136K
|
11K
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-610- 2.08% |
$6.91K - $7.53K
|
28.7K
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
592+ 0.49% |
$6.71K - $7.31K
|
122K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
20.9KNew |
$236K - $257K
|
20.9K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
816New |
$9.25K - $10.1K
|
816
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.49K+ 9.16% |
$16.9K - $18.4K
|
17.8K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-148K- 85.8% |
$1.68M - $1.82M
|
24.5K
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-29.8K- 34.79% |
$337K - $367K
|
55.8K
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
20.3K+ 14.25% |
$230K - $251K
|
163K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
80+ 2.11% |
$906 - $987
|
3.88K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5+ 0.01% |
$56.7 - $61.7
|
34.6K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3KNew |
$34K - $37K
|
3K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
5.78KNew |
$65.5K - $71.3K
|
5.78K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-207- 1.87% |
$2.35K - $2.55K
|
10.9K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-83.2K- 56.99% |
$943K - $1.03M
|
62.8K
$0
|
|