| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| First Trust High Income Long/Short Fund | – | -1.80 | 4.10 | 1.70 | 622.53 mm | 400 | Jul 2023 |
| 13F holders | Current |
|---|---|
| Total holders | 42 |
| Opened positions | 8 |
| Closed positions | 34 |
| Increased positions | 18 |
| Reduced positions | 9 |
| 13F shares | Current |
|---|---|
| Total value | 115.71 bn |
| Total shares | 9.45 mm |
| Total puts | 0.00 |
| Total calls | 0.00 |
| Total put/call ratio | – |
| Largest owners | Shares | Value |
|---|---|---|
| MS Morgan Stanley | 5.94 mm | $73.35 bn |
| Rivernorth Capital Management | 597.07 k | $7.37 bn |
| Kennedy Investment | 451.31 k | $5.57 bn |
| Pathstone | 435.06 k | $5.37 bn |
| Quarry | 302.45 k | $3.73 bn |
| RY Royal Bank of Canada | 258.02 k | $3.18 bn |
| AMP Ameriprise Financial | 249.45 k | $3.08 bn |
| GraniteShares Advisors | 162.85 k | $2.01 bn |
| Raymond James & Associates | 156.65 k | $1.93 bn |
| Kingswood Wealth Advisors | 131.78 k | $1.63 bn |
