First Trust High Income Long/Short Fund
First Trust High Income Long/Short Fund (FSD) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · FSD · as of Sep 30, 2024
Ownership Breakdown
2
Institutional Holders
▼ 75 vs Q2
$974,308
Total Inst. Value
▼ $160.88M vs Q2
33.29M
Shares Outstanding
freeFloat 0.00%
54,542
13F Shares Held
▼ 13.06M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
FSD largest shareholders · institutional ownership
Q3 2024 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
MERIDIAN FINANCIAL PARTNERS LLC | 52.5K | 15.77% | 15.77% | $950.00M | Oct 17, 2024 | NEW |
GILLILAND JETER WEALTH MANAGEMENT LLC | 2.0K | 0.61% | 0.61% | $24.31M | Oct 17, 2024 | ▼ 42 |
BANK OF AMERICA CORP /DE/ | 0 | 0.00% | 0.00% | $0 | Nov 14, 2024 | EXIT |
COMMONWEALTH EQUITY SERVICES, LLC | 0 | 0.00% | 0.00% | $0 | Oct 18, 2024 | EXIT |
THRIVENT FINANCIAL FOR LUTHERANS | 0 | 0.00% | 0.00% | $0 | Nov 7, 2024 | EXIT |
MML INVESTORS SERVICES, LLC | 0 | 0.00% | 0.00% | $0 | Nov 15, 2024 | EXIT |
STIFEL FINANCIAL CORP | 0 | 0.00% | 0.00% | $0 | Nov 14, 2024 | EXIT |
PNC FINANCIAL SERVICES GROUP, INC. | 0 | 0.00% | 0.00% | $0 | Nov 8, 2024 | EXIT |
SIT INVESTMENT ASSOCIATES INC | 0 | 0.00% | 0.00% | $0 | Nov 13, 2024 | EXIT |
WELLS FARGO & COMPANY/MN | 0 | 0.00% | 0.00% | $0 | Nov 13, 2024 | EXIT |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2024 vs prior quarter
Q3 2024
0
Increased
+0 shares1
New Positions
first time holders1
Decreased
−42 shares48
Sold Out
fully exitedNet shares change (top 50)
42
+0 / −42
Net new holders
-48
1 new / 48 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
FSD insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
0
Buy transactions
2
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
BOWEN JAMES A director | Jun 7, 2019 | J-Other | 1,211 | — | — | 7.0K | Form 4 ↗ |
Tan Shu Yang | Jan 7, 2019 | Purchase | 3,349 | $13.80 | $46.2K | 5.0K | Form 4 ↗ |
Tan Shu Yang | Jan 7, 2019 | Purchase | 1,000 | $13.80 | $13.8K | 1.7K | Form 4 ↗ |
Tan Shu Yang | Jan 7, 2019 | Purchase | 251 | $13.76 | $3.5K | 651 | Form 4 ↗ |
Tan Shu Yang | Jan 7, 2019 | Purchase | 400 | $13.68 | $5.5K | 400 | Form 4 ↗ |
NIELSON NIEL B director | Jun 25, 2018 | J-Other | 270 | — | — | 270 | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
First Trust High Income Long/Short Fund (FSD) is primarily owned by institutional investors, who hold approximately 0.2% of total shares outstanding. Company insiders own approximately 100.00%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of First Trust High Income Long/Short Fund is MERIDIAN FINANCIAL PARTNERS LLC, holding approximately 52,504 shares — equal to 15.77% of outstanding shares — as of September 30, 2024.
A total of 2 institutional investors currently hold FSD stock, with a combined institutional value of approximately $974,308 as of the most recent 13F filing period.
Frequently asked questions
FSD ownershipFirst Trust High Income Long/Short Fund (FSD) is primarily owned by institutional investors, who hold approximately 0.2% of shares. The largest shareholder is MERIDIAN FINANCIAL PARTNERS LLC with a 15.77% stake. Company insiders hold 100.00%. Data sourced from SEC Form 13F as of September 30, 2024.