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Get Institutions for : 
First Trust High Income Long/short Fund (FSD)  
$11.89 0.12 (1.02%) as of 4:30 Thu 5/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 75    7
Total shares held : 
 13,209,530  
% of shares held : 
 36.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   16  
Amount of shares held : 
 463,586  
% of shares held change : 
   1.29%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $10.53  
Last Quarter's Ending Price : 
 $12.09  
Last Quarter's Average Price : 
 $10.98  
Change from last quarter's     
avg. price to the last closing  : 
0.91 (8.29%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 853,882
 6.46%
 
Increased Positions :
28
 528,481
 4%
 
Unchanged Positions :
13
 824,954
 6.25%
 
Decreased Positions :
19
-855,973
-6.48%
 
Closed Positions :
8
-62,804
-0.48%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   INVESCO LTD 2241 - 2024-03-31 374,752 $4,471,000 -12,855
   Advisor Group Holdings Inc. 1142 - 2024-03-31 357,221 $4,262,000 -6,340
   AMERIPRISE FINANCIAL INC 2399 - 2024-03-31 349,034 $4,167,000 -27,565
   ROYAL BANK OF CANADA 2256 - 2024-03-31 243,359 $2,904,000 -8,430
   UBS Group AG 2658 - 2024-03-31 242,039 $2,888,000 -7,451
   THRIVENT FINANCIAL FOR LUTHERANS 1228 - 2024-03-31 196,720 $2,347,000 -3,000
   CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 70 - 2024-03-31 148,064 $1,766,000 -4,773
   KINGSWOOD WEALTH ADVISORS LLC 137 - 2024-03-31 132,990 $1,587,000 -918
   LPL FINANCIAL CORP 2806 - 2024-03-31 121,587 $1,451,000 -2,694
   GUGGENHEIM CAPITAL LLC 1200 - 2024-03-31 80,360 $959,000 -21,802
   Sowell Financial Services LLC 370 - 2024-03-31 71,000 $847,000 -1,700
   WELLS FARGO & CO/MN 3245 - 2024-03-31 53,679 $640,000 -1,016
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2367 - 2024-03-31 50,222 $599,000 -1,950
   CAMELOT PORTFOLIOS, LLC 59 - 2024-03-31 49,561 $591,000 -39,415
   Goss Wealth Management LLC 1312 - 2024-03-31 43,647 $521,000 -4,723
   COMMONWEALTH EQUITY SERVICES LLC. 2953 - 2024-03-31 34,586 $413,000 -1,294
   OPPENHEIMER & CO INC 1122 - 2024-03-31 29,317 $350,000 -1,390
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 531 - 2024-03-31 26,348 $314,000 -20,498
   JANNEY MONTGOMERY SCOTT LLC 2397 - 2024-03-31 22,094 $264,000 -23,423
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2818 - 2024-03-31 21,313 $254,000 -4,000
   MARINER WEALTH ADVISORS, LLC 2593 - 2024-03-31 20,715 $247,000 -783
   WAYNE HUMMER INVESTMENTS L.L.C. 452 - 2024-03-31 16,470 $196,000 -215
   WEDBUSH MORGAN SECURITIES INC 1112 - 2024-03-31 16,274 $194,000 -152
   Steward Partners Investment Advisory LLC 1586 - 2024-03-31 11,891 $142,000 -517
   HARBOUR INVESTMENTS INC. 1007 - 2023-12-31 11,223 $136,000 -552
   BANK OF AMERICA CORP /DE/ 5129 - 2024-03-31 10,113 $121,000 -255
   BDO Wealth Advisors LLC 349 - 2023-06-30 8,378 $96,000 -1,000
   Spire Wealth Management 1254 - 2024-03-31 3,799 $45,000 -32
  28 Records found
  1    
  Page 1 of 1
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