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 |
---|---|---|---|---|---|---|---|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2KClosed |
$21.8K - $24.3K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-155K- 93.93% |
$1.69M - $1.88M
|
10K
$0
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
246New |
$2.68K - $2.98K
|
246
$0
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
396New |
$4.31K - $4.8K
|
396
$0
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
40.1K+ 308.34% |
$424K - $471K
|
53.1K
$0
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.59KNew |
$16.7K - $18.6K
|
1.59K
$0
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
24KNew |
$253K - $282K
|
24K
$0
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-6.6K- 39.34% |
$69.7K - $77.5K
|
10.2K
$0
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.44K+ 5.7% |
$25.8K - $28.6K
|
45.2K
$0
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.79KNew |
$18.9K - $21K
|
1.79K
$0
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
102+ 8.36% |
$1.08K - $1.2K
|
1.32K
$0
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-77.8K- 90.67% |
$833K - $983K
|
8K
$0
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
123New |
$1.32K - $1.55K
|
123
$0
|
|
Nov 02, 2022
Q3 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-5.63K- 19.63% |
$60.3K - $71.2K
|
23.1K
$0
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
721New |
$7.72K - $9.11K
|
721
$0
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
729New |
$8.19K - $10K
|
729
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-175Closed |
$1.97K - $2.41K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.6K- 1.64% |
$40.4K - $49.5K
|
216K
$0
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.97K- 96.07% |
$112K - $137K
|
408
$0
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
625+ 92.59% |
$7.02K - $8.61K
|
1.3K
$0
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.03KNew |
$11.6K - $14.2K
|
1.03K
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.04KClosed |
$11.7K - $14.3K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-17.2KClosed |
$194K - $238K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-689Closed |
$7.74K - $9.49K
|
0
$0
|
|
Q1 2022 | |||||||
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
283+ 47.17% |
$3.63K - $4.39K
|
883
$0
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
95K+ 70.37% |
$1.22M - $1.47M
|
230K
$0
|
|
May 13, 2022
Q1 2022
|
Bulldog Investors, LLP
Saddle Brook, NJ |
BUY
|
- |
11.4KNew |
$146K - $177K
|
11.4K
$0
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-170Closed |
$2.18K - $2.64K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1KNew |
$12.8K - $15.5K
|
1K
$0
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-900Closed |
$11.5K - $14K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-55.4KClosed |
$845K - $892K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-375- 14.56% |
$5.72K - $6.04K
|
2.2K
$0
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-2.64KClosed |
$40.3K - $42.5K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-7.85KClosed |
$120K - $126K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
10.6KNew |
$162K - $171K
|
10.6K
$0
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-35.6KClosed |
$543K - $573K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.6KClosed |
$164K - $171K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-374Closed |
$5.8K - $6.03K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-15.6KClosed |
$241K - $251K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-35.6KClosed |
$552K - $574K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-65.5KClosed |
$1.01M - $1.06M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-65Closed |
$1.01K - $1.05K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-9Closed |
$140 - $145
|
0
$0
|
|
Q2 2021 | |||||||
Nov 12, 2021
Q2 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-225Closed |
$3.37K - $3.55K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-204Closed |
$3.06K - $3.22K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-7.85KClosed |
$118K - $124K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4Closed |
$59.9 - $63.1
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Rba Wealth Management, LLC
|
SELL
|
- |
-189Closed |
$2.83K - $2.98K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-3.46KClosed |
$51.8K - $54.6K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-17.7KClosed |
$258K - $268K
|
0
$0
|