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FHY

First Trust Strategic High
FHY

Delisted

FHY was delisted on the 22nd of June, 2018.

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40 hedge funds and large institutions have $25.1M invested in First Trust Strategic High in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

18% more funds holding

Funds holding: 34 → 40 (+6)

4% more capital invested

Capital invested by funds: $24M → $25.1M (+$1.03M)

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
15
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MIG
Mariner Investment Group
New York
+$353K
2
SG Americas Securities
SG Americas Securities
New York
+$351K
3
CRC
Curi RMB Capital
Illinois
+$306K
4
LPL Financial
LPL Financial
California
+$268K
5
BFM
Boothbay Fund Management
New York
+$253K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$1.32M
2
SFS
Shaker Financial Services
Virginia
-$745K
3
Stifel Financial
Stifel Financial
Missouri
-$424K
4
GC
Guggenheim Capital
Illinois
-$252K
5
CCP
Clough Capital Partners
Massachusetts
-$205K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$151K – – –
HK
27
Horizon Kinetics
New York
$143K -$868 -75 -0.6%
CA
28
Cetera Advisors
Colorado
$126K +$129K +11,155 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$69K -$7.87K -680 -10%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$15K +$104 +9 +0.7%
KA
31
Klingman & Associates
New York
$13K +$13K +1,125 New
AIG
32
American International Group
New York
$8K +$116 +10 +1%
WP
33
WealthPLAN Partners
Nebraska
$7.68K +$7.99K +690 New
TRCT
34
Tower Research Capital (TRC)
New York
$7K +$5.72K +494 +466%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$6K – – –
WTC
36
WhitTier Trust Company
Nevada
$3K +$23 +2 +0.7%
N
37
Nuveen
North Carolina
$1.77K -$81K -7,000 -4%
Creative Planning
38
Creative Planning
Kansas
$1K – – –
ADL
39
Asset Dedication LLC
California
$1K +$579 +50 New
Stifel Financial
40
Stifel Financial
Missouri
– -$424K -36,881 Closed
CCP
41
Clough Capital Partners
Massachusetts
– -$205K -17,800 Closed
WCM
42
Windsor Capital Management
Arizona
– -$4K -400 Closed
1
2

FHY Hedge Fund Activity: Q4 2015 in Review

40 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in First Trust Strategic High (FHY) for Q4 2015, worth a combined $25.1M — up 4.3% from $24M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FHY positions and 3 closed out — a net gain of 7 holders — while 15 added to existing stakes and 10 trimmed.

The largest buyer was Mariner Investment Group, adding an estimated $353K. The largest seller was Advisors Asset Management, cutting an estimated $1.32M.

  • 40 institutional investors held First Trust Strategic High (FHY) as of Q4 2015, up from 34 in Q3 2015.
  • Funds reported $25.1M of First Trust Strategic High stock for Q4 2015, up 4.3% quarter-over-quarter.
  • 10 funds opened new First Trust Strategic High positions in Q4 2015 and 3 closed out, a net change of +7 holders.
  • The largest First Trust Strategic High buyer in Q4 2015 was Mariner Investment Group, an estimated $353K added.
  • The largest First Trust Strategic High seller in Q4 2015 was Advisors Asset Management, an estimated $1.32M sold.

Based on aggregated 13F filings for Q4 2015.