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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
19.8KNew |
$202K - $240K
|
19.8K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
8.52KNew |
$87K - $103K
|
8.52K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.35K+ 5.27% |
$34.2K - $40.4K
|
66.8K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
953New |
$9.73K - $11.5K
|
953
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
580New |
$5.92K - $7.01K
|
580
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
500New |
$5.11K - $6.05K
|
500
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
203New |
$2.07K - $2.45K
|
203
$0
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
102KNew |
$1.09M - $1.19M
|
102K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
27.3KNew |
$292K - $318K
|
27.3K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
15KNew |
$160K - $175K
|
15K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5KNew |
$53.4K - $58.3K
|
5K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.93KNew |
$31.3K - $34.1K
|
2.93K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
452New |
$4.83K - $5.27K
|
452
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
260New |
$2.78K - $3.03K
|
260
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
161New |
$1.72K - $1.88K
|
161
$0
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3+ 2.56% |
$32.7 - $34.7
|
120
$0
|
|
| Q1 2023 | |||||||
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
396New |
$4.31K - $4.8K
|
396
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
246New |
$2.68K - $2.98K
|
246
$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
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
24KNew |
$253K - $282K
|
24K
$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 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.59KNew |
$16.7K - $18.6K
|
1.59K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
102+ 8.36% |
$1.08K - $1.2K
|
1.32K
$0
|
|
| Q3 2022 | |||||||
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
721New |
$7.72K - $9.11K
|
721
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
123New |
$1.32K - $1.55K
|
123
$0
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.03KNew |
$11.6K - $14.2K
|
1.03K
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
729New |
$8.19K - $10K
|
729
$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
|
|
| Q1 2022 | |||||||
|
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 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1KNew |
$12.8K - $15.5K
|
1K
$0
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
283+ 47.17% |
$3.63K - $4.39K
|
883
$0
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
10.6KNew |
$162K - $171K
|
10.6K
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
80New |
$1.17K - $1.21K
|
80
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
71.4KNew |
$1.03M - $1.07M
|
71.4K
$0
|
|
| Q3 2017 | |||||||
|
Nov 13, 2017
Q3 2017
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
29.4KNew |
$492K - $505K
|
29.4K
$0
|
|
|
Nov 14, 2017
Q3 2017
|
Valley National Advisers Inc
|
BUY
|
- |
1.33KNew |
$22.3K - $22.9K
|
1.33K
$0
|
|
| Q2 2017 | |||||||
|
Aug 07, 2017
Q2 2017
|
Mufg Americas Holdings Corp
|
BUY
|
- |
17New |
N/A
|
17
$0
|
|