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 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.7K- 2.34% |
$19.7K - $20.5K
|
71K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.95K- 3.74% |
$22.6K - $23.5K
|
50.2K
$0
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.69K- 2.17% |
$31.2K - $32.5K
|
122K
$0
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3K- 1.5% |
$34.7K - $36.2K
|
197K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4K- 15.8% |
$46.3K - $48.2K
|
21.3K
$0
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.72K- 9.76% |
$54.6K - $56.9K
|
43.6K
$0
|
|
|
May 10, 2024
Q1 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-4.77K- 3.12% |
$55.2K - $57.5K
|
148K
$0
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.34K- 1.74% |
$73.4K - $76.4K
|
357K
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.45K- 2.99% |
$86.2K - $89.8K
|
242K
$0
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.43K- 3.35% |
$97.5K - $102K
|
243K
$0
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-12.9K- 3.32% |
$149K - $155K
|
375K
$0
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-20.5K- 43.76% |
$237K - $247K
|
26.3K
$0
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-21.8K- 21.34% |
$252K - $263K
|
80.4K
$0
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.3K- 0.39% |
$269K - $281K
|
5.92M
$0
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-23.4K- 51.46% |
$271K - $282K
|
22.1K
$0
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-27.6K- 7.32% |
$319K - $332K
|
349K
$0
|
|
|
May 08, 2024
Q1 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-39.4K- 44.3% |
$456K - $475K
|
49.6K
$0
|