Clough Capital Partners’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Clough Capital Partners’s Portfolio FSD Stock Details FSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-436,789	Closed	-$5.28M	–	195
2023 Q4	$5.28M	Buy	+436,789	New	+$4.8M	0.58%	50
2019 Q4	–	Sell	-39,900	Closed	-$605K	–	131
2019 Q3	$605K	Buy	+39,900	New	+$595K	0.05%	86
2018 Q4	–	Sell	-12,779	Closed	-$188K	–	185
2018 Q3	$188K	Hold	12,779	–	–	0.02%	137
2018 Q2	$188K	Buy	+12,779	New	+$191K	0.02%	133
2018 Q1	–	Sell	-29,400	Closed	-$487K	–	157
2017 Q4	$487K	Buy	+29,400	New	+$489K	0.04%	100

Other funds holding FSD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clough Capital Partners's FSD Position: Q1 2024 in Review

Clough Capital Partners sold out of FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) in Q1 2024, closing a stake of 436,789 shares — an estimated $5.28M sold.

Clough Capital Partners first reported a position in FSD in Q4 2017 and held it in 5 quarters. The position peaked at $5.28M in Q4 2023. 78 funds tracked by Wall St. Rank hold FSD as of Q1 2024.

Clough Capital Partners reported no remaining FIRST TRUST HIGH INCOME LONG/SHORT FUND position as of Q1 2024 after selling out during the quarter.
Clough Capital Partners sold 436,789 FIRST TRUST HIGH INCOME LONG/SHORT FUND shares in Q1 2024, an estimated $5.28M.
Clough Capital Partners first reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND in Q4 2017 and held it in 5 quarters.
Clough Capital Partners's FIRST TRUST HIGH INCOME LONG/SHORT FUND position peaked at $5.28M in Q4 2023.
78 funds tracked by Wall St. Rank held FIRST TRUST HIGH INCOME LONG/SHORT FUND as of Q1 2024.

Based on Clough Capital Partners's 13F filing for Q1 2024, filed 15 May 2024.