Purchases and Sales Made in Q1 2024 in 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) during Q1 2024. 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 14, 2024
Q1 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
169K+ 710.11% |
$1.96M - $2.04M
|
193K
$0
|
|
|
May 15, 2024
Q1 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
162K+ 423.73% |
$1.88M - $1.96M
|
201K
$0
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
133K+ 1026.92% |
$1.54M - $1.6M
|
146K
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
98.1K+ 1.69% |
$1.14M - $1.18M
|
5.92M
$0
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
98.1K+ 1.69% |
$1.14M - $1.18M
|
5.92M
$0
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
73KNew |
$844K - $879K
|
73K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
70.5K+ 18.58% |
$815K - $849K
|
450K
$0
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
65.1K+ 297.57% |
$754K - $785K
|
87K
$0
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
52.9K+ 11.45% |
$612K - $637K
|
515K
$0
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
52K+ 6.31% |
$601K - $626K
|
875K
$0
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
26.1K+ 43.98% |
$303K - $315K
|
85.6K
$0
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
24.9K+ 6.88% |
$288K - $300K
|
386K
$0
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.4KNew |
$259K - $270K
|
22.4K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
18.1K+ 14.59% |
$210K - $219K
|
143K
$0
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12KNew |
$139K - $145K
|
12K
$0
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
12KNew |
$138K - $144K
|
12K
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
11.5KNew |
$133K - $138K
|
11.5K
$0
|
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
10.6K+ 6.56% |
$123K - $128K
|
172K
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.22KNew |
$83.5K - $87K
|
7.22K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
3.56K+ 0.8% |
$41.2K - $42.9K
|
448K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.33KNew |
$38.5K - $40.1K
|
3.33K
$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 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.38K+ 3.3% |
$27.6K - $28.7K
|
74.6K
$0
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.22K+ 13.66% |
$25.6K - $26.7K
|
18.4K
$0
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.04KNew |
$23.6K - $24.6K
|
2.04K
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.54KNew |
$17.8K - $18.5K
|
1.54K
$0
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.53KNew |
$17.7K - $18.4K
|
1.53K
$0
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
993+ 7.83% |
$11.5K - $12K
|
13.7K
$0
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
986+ 4.92% |
$11.4K - $11.9K
|
21K
$0
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
936+ 1.56% |
$10.8K - $11.3K
|
61K
$0
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
901New |
$10.4K - $10.9K
|
901
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
426+ 2.28% |
$4.93K - $5.13K
|
19.1K
$0
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
282+ 1.27% |
$3.26K - $3.4K
|
22.5K
$0
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
205+ 0.48% |
$2.37K - $2.47K
|
42.5K
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
100+ 0.92% |
$1.16K - $1.21K
|
11K
$0
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
98New |
$1.13K - $1.18K
|
98
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
19+ 0.13% |
$220 - $229
|
14.8K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 1.85% |
$11.6 - $12.1
|
55
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-32- 0.84% |
$370 - $386
|
3.8K
$0
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-130- 1.16% |
$1.5K - $1.57K
|
11.1K
$0
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-152- 0.93% |
$1.76K - $1.83K
|
16.3K
$0
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-215- 1.29% |
$2.49K - $2.59K
|
16.5K
$0
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-255- 2.46% |
$2.95K - $3.07K
|
10.1K
$0
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-517- 4.17% |
$5.98K - $6.23K
|
11.9K
$0
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-783- 3.64% |
$9.06K - $9.44K
|
20.7K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-918- 0.69% |
$10.6K - $11.1K
|
133K
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.02K- 1.86% |
$11.8K - $12.2K
|
53.7K
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.29K- 3.61% |
$15K - $15.6K
|
34.6K
$0
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.39K- 4.53% |
$16.1K - $16.7K
|
29.3K
$0
|