Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.79M+ 39.63% |
$20.1M - $24.7M
|
6.31M
$0
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.79M+ 39.63% |
$20.1M - $24.7M
|
6.31M
$0
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
357K+ 77.29% |
$4.01M - $4.91M
|
818K
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
193K+ 242.05% |
$2.17M - $2.66M
|
273K
$0
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
80.3K+ 1455.66% |
$901K - $1.11M
|
85.8K
$0
|
|
Aug 15, 2022
Q2 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
78.2K+ 69.27% |
$878K - $1.08M
|
191K
$0
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
58.8K+ 25.31% |
$660K - $809K
|
291K
$0
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
49.5K+ 47.75% |
$555K - $681K
|
153K
$0
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
33.8K+ 18.89% |
$380K - $465K
|
213K
$0
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
22KNew |
$247K - $303K
|
22K
$0
|
|
Aug 01, 2022
Q2 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
15.9K+ 12.82% |
$179K - $219K
|
140K
$0
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
10.7KNew |
$120K - $147K
|
10.7K
$0
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
8.07K+ 23.16% |
$90.6K - $111K
|
42.9K
$0
|
|
Jul 22, 2022
Q2 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
6.96K+ 32.01% |
$78.1K - $95.8K
|
28.7K
$0
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.32KNew |
$71K - $87.1K
|
6.32K
$0
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.72KNew |
$64.2K - $78.8K
|
5.72K
$0
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.26K+ 20.77% |
$47.8K - $58.6K
|
24.7K
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.85K+ 2.4% |
$43.2K - $53K
|
164K
$0
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.05K+ 6.4% |
$34.2K - $41.9K
|
50.7K
$0
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.46K+ 1.26% |
$27.6K - $33.9K
|
197K
$0
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.79K+ 0.84% |
$20.1K - $24.7K
|
216K
$0
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.51K+ 3.3% |
$16.9K - $20.7K
|
47K
$0
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.21KNew |
$13.6K - $16.6K
|
1.21K
$0
|
|
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
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
512+ 2.22% |
$5.75K - $7.05K
|
23.6K
$0
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
449+ 1.31% |
$5.04K - $6.18K
|
34.8K
$0
|
|
Aug 16, 2022
Q2 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
180+ 0.93% |
$2.02K - $2.48K
|
19.6K
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
131+ 0.76% |
$1.47K - $1.8K
|
17.5K
$0
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
111+ 17.54% |
$1.25K - $1.53K
|
744
$0
|
|
Jul 15, 2022
Q2 2022
|
Uncommon Cents Investing LLC
|
BUY
|
- |
100+ 0.94% |
$1.12K - $1.38K
|
10.7K
$0
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
65+ 1.88% |
$730 - $895
|
3.52K
$0
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
38+ 0.65% |
$427 - $523
|
5.92K
$0
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-15- 0.05% |
$168 - $207
|
32.8K
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-175Closed |
$1.97K - $2.41K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-689Closed |
$7.74K - $9.49K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-705- 0.15% |
$7.92K - $9.71K
|
456K
$0
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-766- 2.75% |
$8.6K - $10.5K
|
27.1K
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.04KClosed |
$11.7K - $14.3K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.05K- 6.68% |
$11.8K - $14.5K
|
14.7K
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.21KClosed |
$13.6K - $16.6K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.47K- 5.62% |
$27.7K - $34K
|
41.4K
$0
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.76K- 2.85% |
$31K - $38K
|
93.9K
$0
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.6K- 1.64% |
$40.4K - $49.5K
|
216K
$0
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.7K- 25.3% |
$41.6K - $50.9K
|
10.9K
$0
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.75K- 17.42% |
$53.4K - $65.4K
|
22.5K
$0
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-9K- 3.15% |
$101K - $124K
|
277K
$0
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.97K- 96.07% |
$112K - $137K
|
408
$0
|