Purchases and Sales Made in Q1 2023 in First Trust High Income Long/Short Fund (FSD)

FSD Quotes by TradingView

This table provides information about the institutional ownership of First Trust High Income Long/Short Fund (FSD) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TRUST HIGH INCOME LONG/SHORT FUND.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 08, 2023 Q1 2023
Americana Partners, LLC

Houston, TX
BUY
 -
87.8K
New
$956K - $1.06M
87.8K $0
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
58.2K
+ 20.4%
$633K - $705K
343K $0
May 08, 2023 Q1 2023
Shaker Financial Services, LLC

BUY
 -
26.1K
+ 19.33%
$284K - $317K
161K $0
May 11, 2023 Q1 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
16.9K
New
$184K - $205K
16.9K $0
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
16.4K
+ 8.17%
$179K - $199K
217K $0
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
15.9K
+ 5.61%
$173K - $193K
299K $0
May 10, 2023 Q1 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
12.1K
+ 7.28%
$132K - $147K
179K $0
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
11.2K
New
$122K - $136K
11.2K $0
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
7.1K
+ 2.04%
$77.3K - $86.1K
355K $0
May 31, 2023 Q1 2023
Kennedy Investment Group

West Depford, NJ
BUY
 -
6.97K
+ 1.77%
$75.9K - $84.6K
402K $0
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
3.31K
+ 23.45%
$36.1K - $40.2K
17.4K $0
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
2.84K
New
$30.9K - $34.4K
2.84K $0
May 15, 2023 Q1 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
2.17K
+ 17.6%
$23.7K - $26.4K
14.5K $0
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
860
+ 1.44%
$9.37K - $10.4K
60.6K $0
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
771
+ 2.38%
$8.4K - $9.35K
33.2K $0
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
696
+ 3.92%
$7.58K - $8.44K
18.5K $0
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
396
New
$4.31K - $4.8K
396 $0
May 09, 2023 Q1 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
355
+ 2.28%
$3.87K - $4.31K
15.9K $0
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
246
New
$2.68K - $2.98K
246 $0
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
73
+ 2.09%
$795 - $885
3.56K $0
Apr 14, 2023 Q1 2023
Uncommon Cents Investing LLC

BUY
 -
50
+ 0.46%
$545 - $607
10.8K $0
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
10
+ 0.11%
$109 - $121
9.37K $0
May 12, 2023 Q1 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
3
+ 2.63%
$32.7 - $36.4
117 $0
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-88
- 0.04%
$958 - $1.07K
212K $0
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-302
- 2.1%
$3.29K - $3.66K
14.1K $0
May 03, 2023 Q1 2023
Raymond James Trust N.A.

SELL
 -
-1.2K
- 7.72%
$13.1K - $14.6K
14.4K $0
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-1.28K
- 2.17%
$14K - $15.6K
57.8K $0
May 12, 2023 Q1 2023
Royal Capital Wealth Management, LLC

Carmel, IN
SELL
 -
-1.35K
- 6.72%
$14.6K - $16.3K
18.7K $0
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
SELL
 -
-1.66K
- 8.02%
$18.1K - $20.1K
19K $0
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-1.77K
- 16.18%
$19.3K - $21.4K
9.16K $0
Aug 16, 2024 Q1 2023
Td Private Client Wealth LLC

New York, NY
SELL
 -
-2K
Closed
$21.8K - $24.3K
0 $0
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-5.31K
- 9.67%
$57.8K - $64.4K
49.6K $0
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
SELL
 -
-5.37K
- 20.81%
$58.5K - $65.2K
20.5K $0
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

SELL
 -
-5.56K
- 99.11%
$60.6K - $67.5K
50 $0
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

SELL
 -
-6.38K
- 21.66%
$69.5K - $77.4K
23.1K $0
May 09, 2023 Q1 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-7.29K
- 43.75%
$79.4K - $88.5K
9.38K $0
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-7.72K
- 8.07%
$84K - $93.6K
87.9K $0
May 11, 2023 Q1 2023
Elequin Capital LP

New York, NY
SELL
 -
-8.86K
- 85.44%
$96.5K - $107K
1.51K $0
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-9.7K
- 12.83%
$106K - $118K
65.9K $0
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-10.4K
- 7.53%
$113K - $126K
127K $0
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-11.1K
- 27.81%
$121K - $135K
28.9K $0
May 09, 2023 Q1 2023
Wedbush Securities Inc

SELL
 -
-11.3K
- 42.47%
$124K - $138K
15.4K $0
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-12K
- 5.49%
$131K - $146K
207K $0
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

SELL
 -
-14.3K
- 57.22%
$156K - $173K
10.7K $0
Apr 20, 2023 Q1 2023
Camelot Portfolios, LLC

SELL
 -
-18.6K
- 15.82%
$202K - $225K
98.7K $0
May 11, 2023 Q1 2023
Bramshill Investments, LLC

Naples, FL
SELL
 -
-18.8K
- 1.84%
$205K - $228K
1.01M $0
May 15, 2023 Q1 2023
Aqr Arbitrage LLC

Greenwich, CT
SELL
 -
-27.2K
- 63.33%
$296K - $329K
15.7K $0
May 12, 2023 Q1 2023
Invesco Ltd.

Atlanta, GA
SELL
 -
-32K
- 6.84%
$349K - $388K
436K $0

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