Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.21K- 0.91% |
$13.7K - $14.9K
|
132K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1.46K- 2.0% |
$16.5K - $18K
|
71.5K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.5K- 19.95% |
$50.9K - $55.5K
|
18K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8K- 4.07% |
$90.6K - $98.7K
|
189K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.4K- 47.17% |
$118K - $129K
|
11.7K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12K- 19.68% |
$136K - $148K
|
49K
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-29.8K- 34.79% |
$337K - $367K
|
55.8K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-81.1K- 21.65% |
$919K - $1M
|
294K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-83.2K- 56.99% |
$943K - $1.03M
|
62.8K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-99.6K- 28.53% |
$1.13M - $1.23M
|
249K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-148K- 85.8% |
$1.68M - $1.82M
|
24.5K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-174K- 19.89% |
$1.97M - $2.15M
|
701K
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-293K- 65.18% |
$3.32M - $3.62M
|
157K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-326K- 91.32% |
$3.7M - $4.03M
|
31K
$0
|