Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
First Trust High Income Long/short Fund (FSD)  
$11.81 0.01 (0.08%) as of 4:30 Tue 5/14


Download
     
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  : 
0.83 (7.56%)  




 
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
   MORGAN STANLEY 1395 - 2023-12-31 5,822,808 $70,398,000 -197,977
   Advisor Group Holdings Inc. 1142 - 2024-03-31 357,221 $4,262,000 -6,340
   Bramshill Investments LLC 29 - 2023-12-31 240,157 $2,903,000 -421,886
   THRIVENT FINANCIAL FOR LUTHERANS 1197 - 2023-12-31 199,720 $2,415,000 -7,000
   SHAKER FINANCIAL SERVICES, LLC 48 - 2023-12-31 161,735 $1,955,000 -120,781
   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 1047 - 2023-12-31 102,162 $1,235,000 -11,792
   Sowell Financial Services LLC 370 - 2024-03-31 71,000 $847,000 -1,700
   STIFEL FINANCIAL CORP 2335 - 2023-12-31 60,040 $726,000 -7,719
   WOLVERINE ASSET MANAGEMENT LLC 361 - 2023-12-31 59,445 $719,000 -10,404
   WELLS FARGO & CO/MN 3245 - 2024-03-31 53,679 $640,000 -1,016
   CNH PARTNERS LLC 265 - 2023-12-31 51,424 $622,000 -34,329
   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
   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
   WEDBUSH MORGAN SECURITIES INC 971 - 2023-12-31 16,426 $199,000 -1,000
   WAYNE HUMMER INVESTMENTS L.L.C. 452 - 2024-03-31 16,470 $196,000 -215
   Cetera Investment Advisers 2061 - 2023-12-31 13,862 $168,000 -970
   HARBOUR INVESTMENTS INC. 1007 - 2023-12-31 11,223 $136,000 -552
   BANK OF AMERICA CORP /DE/ 5198 - 2023-12-31 10,368 $125,000 -3,204
   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
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us