We are live on ! Find out more
FSD

FIRST TRUST HIGH INCOME LONG/SHORT FUND
FSD

Delisted

FSD was delisted on the 19th of July, 2024.

Back to rankings

59 hedge funds and large institutions have $174M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

7% more funds holding

Funds holding: 55 → 59 (+4)

5% more capital invested

Capital invested by funds: $166M → $174M (+$8.9M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
21
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$4.42M
2
CC
Carlson Capital
Texas
+$2.93M
3
Wells Fargo
Wells Fargo
California
+$1.32M
4
CA
Cornerstone Advisors
North Carolina
+$897K
5
AQR Capital Management
AQR Capital Management
Connecticut
+$700K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.43M
2
DA
Doliver Advisors
Texas
-$1.61M
3
Morgan Stanley
Morgan Stanley
New York
-$1.39M
4
GC
Guggenheim Capital
Illinois
-$1.02M
5
AAM
Advisors Asset Management
Colorado
-$884K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.4M +$62.1K +3,526 +5%
CA
27
Cornerstone Advisors
North Carolina
$903K +$897K +50,939 New
WS
28
Wedbush Securities
California
$668K +$3.91K +222 +0.6%
OC
29
Oppenheimer & Co
New York
$630K +$45.7K +2,593 +8%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$624K +$7.57K +430 +1%
Franklin Resources
31
Franklin Resources
California
$521K – – –
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$494K – – –
FAAS
33
First Allied Advisory Services
California
$468K -$1.76K -100 -0.4%
VFS
34
VSR Financial Services
Kansas
$413K -$13.2K -750 -3%
WA
35
WFG Advisors
Texas
$399K +$1.46K +83 +0.4%
DS
36
DRW Securities
Illinois
$359K +$356K +20,223 New
LCM
37
Landscape Capital Management
New Jersey
$355K -$83.6K -4,749 -19%
Deutsche Bank
38
Deutsche Bank
Germany
$345K -$202K -11,499 -37%
PPA
39
Parametric Portfolio Associates
Washington
$336K +$33K +1,874 +11%
SI
40
SII Investments
Wisconsin
$304K -$267K -15,166 -47%
Stifel Financial
41
Stifel Financial
Missouri
$273K +$271K +15,387 New
DA
42
Doliver Advisors
Texas
$270K -$1.61M -91,685 -86%
HCM
43
Hollencrest Capital Management
California
$255K – – –
DWT
44
Dorsey & Whitney Trust
South Dakota
$248K – – –
Verition Fund Management
45
Verition Fund Management
Connecticut
$240K – – –
PI
46
Placemark Investments
Illinois
$190K +$188K +10,685 New
AllianceBernstein
47
AllianceBernstein
Tennessee
$153K +$152K +8,656 New
WEC
48
Winslow Evans & Crocker
Massachusetts
$52.4K – – –
US Bancorp
49
US Bancorp
Minnesota
$46K +$45.8K +2,604 New
RIA
50
Regal Investment Advisors
Michigan
$45K +$44.2K +2,511 New
1
2
3

FSD Hedge Fund Activity: Q1 2014 in Review

59 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) for Q1 2014, worth a combined $174M — up 5.4% from $166M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FSD positions and 6 closed out — a net gain of 4 holders — while 21 added to existing stakes and 18 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $4.42M. The largest seller was Bank of America, cutting an estimated $2.43M.

  • 59 institutional investors held FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) as of Q1 2014, up from 55 in Q4 2013.
  • Funds reported $174M of FIRST TRUST HIGH INCOME LONG/SHORT FUND stock for Q1 2014, up 5.4% quarter-over-quarter.
  • 10 funds opened new FIRST TRUST HIGH INCOME LONG/SHORT FUND positions in Q1 2014 and 6 closed out, a net change of +4 holders.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND buyer in Q1 2014 was Saba Capital Management, an estimated $4.42M added.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND seller in Q1 2014 was Bank of America, an estimated $2.43M sold.

Based on aggregated 13F filings for Q1 2014.