Latest Institutional Purchases of First Trust High Income Long/Short Fund (FSD)
This list provides information on the latest institutional transactions involving First Trust High Income Long/Short Fund (FSD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase 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
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
397K+ 197.7% |
$4.49M - $4.89M
|
597K
$0
|
|
Aug 13, 2024
Q2 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
221K+ 114.21% |
$2.5M - $2.72M
|
414K
$0
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
215K+ 247.59% |
$2.44M - $2.66M
|
302K
$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 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
35.8K+ 14.78% |
$405K - $442K
|
278K
$0
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
32.9K+ 66.3% |
$372K - $405K
|
82.4K
$0
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28KNew |
$317K - $345K
|
28K
$0
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.3K+ 0.39% |
$264K - $287K
|
5.94M
$0
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
20.9KNew |
$236K - $257K
|
20.9K
$0
|
|
Aug 01, 2024
Q2 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
20.3K+ 14.25% |
$230K - $251K
|
163K
$0
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.5K+ 19.45% |
$164K - $179K
|
89.1K
$0
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11KNew |
$125K - $136K
|
11K
$0
|
|
Aug 14, 2024
Q2 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
8.1K+ 67.74% |
$91.8K - $100K
|
20.1K
$0
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
5.78KNew |
$65.5K - $71.3K
|
5.78K
$0
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.22K+ 18.82% |
$47.8K - $52.1K
|
26.6K
$0
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
3.51K+ 0.78% |
$39.8K - $43.4K
|
451K
$0
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3KNew |
$34K - $37K
|
3K
$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 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
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.51K+ 7.3% |
$17.1K - $18.7K
|
22.2K
$0
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.49K+ 9.16% |
$16.9K - $18.4K
|
17.8K
$0
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
816New |
$9.25K - $10.1K
|
816
$0
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
636New |
$7.21K - $7.85K
|
636
$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 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
592+ 0.49% |
$6.71K - $7.31K
|
122K
$0
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
551+ 4.8% |
$6.24K - $6.8K
|
12K
$0
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
538+ 3.93% |
$6.1K - $6.64K
|
14.2K
$0
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
426New |
$4.83K - $5.26K
|
426
$0
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
396+ 2.4% |
$4.49K - $4.89K
|
16.9K
$0
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
354+ 1.92% |
$4.01K - $4.37K
|
18.8K
$0
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
80+ 2.11% |
$906 - $987
|
3.88K
$0
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
70New |
$793 - $864
|
70
$0
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
59+ 0.58% |
$668 - $728
|
10.2K
$0
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
19+ 0.13% |
$215 - $234
|
14.8K
$0
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5+ 0.01% |
$56.7 - $61.7
|
34.6K
$0
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.19% |
$34 - $37
|
1.54K
$0
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 3.64% |
$22.7 - $24.7
|
57
$0
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
52.9K+ 11.45% |
$612K - $637K
|
515K
$0
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12KNew |
$139K - $145K
|
12K
$0
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.22KNew |
$83.5K - $87K
|
7.22K
$0
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
2.89K+ 4.81% |
$33.4K - $34.8K
|
63K
$0
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.53KNew |
$17.7K - $18.4K
|
1.53K
$0
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
426+ 2.28% |
$4.93K - $5.13K
|
19.1K
$0
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
100+ 0.92% |
$1.16K - $1.21K
|
11K
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
437KNew |
$4.46M - $5.28M
|
437K
$0
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
33.9KNew |
$346K - $410K
|
33.9K
$0
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
20KNew |
$204K - $242K
|
20K
$0
|