Institutional Ownership First Trust High Income Long/Short Fund (FSD)
This table provides information about the institutional ownership of First Trust High Income Long/Short Fund (FSD). We have compiled data on the 52 institutions that hold shares in the stock, with a total of 11.1 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
28,707
shares
|
$0
0.01% of portfolio
|
Q2 2024
Reduced 2.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
26,638
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 18.82%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
22,228
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 7.3%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
20,860
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
20,058
shares
|
$0
0.02% of portfolio
|
Q2 2024
Added 67.74%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
18,031
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 19.95%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
17,764
shares
|
$0
0.01% of portfolio
|
Q2 2024
Added 9.16%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
16,866
shares
|
$0
0.02% of portfolio
|
Q2 2024
Added 2.4%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 09, 2024 Q2 2024 |
14,217
shares
|
$0
0.03% of portfolio
|
Q2 2024
Added 3.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
12,000
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
11,683
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
11,034
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
10,886
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
10,400
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 27.78%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
10,172
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
8,378
shares
|
$0
0.01% of portfolio
|
Q2 2023
Reduced 10.66%
|
|
|
Activest Wealth Management
|
Jul 30, 2024 Q2 2024 |
5,782
shares
|
$0
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
3,923
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 17.88%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
2,200
shares
|
$0
0.0% of portfolio
|
Q4 2021
Reduced 14.56%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
2,038
shares
|
$0
0.01% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,300
shares
|
$0
0.0% of portfolio
|
Q2 2022
Added 92.59%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
600
shares
|
$0
0.0% of portfolio
|
Q1 2022
Added 47.17%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
426
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 13, 2024 Q2 2024 |
401
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 55.49%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
203
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|