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FSD

FIRST TRUST HIGH INCOME LONG/SHORT FUND
FSD

Delisted

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

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60 hedge funds and large institutions have $142M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

11% more funds holding

Funds holding: 54 → 60 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

11% less capital invested

Capital invested by funds: $159M → $142M (-$17M)

Holders
60
Holders Change
+6
Holders Change %
+11.11%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
20
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
+$2.37M
2
WAM
Wolverine Asset Management
Illinois
+$1.37M
3
LCM
Landscape Capital Management
New Jersey
+$1.12M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.05M
5
Ameriprise
Ameriprise
Minnesota
+$891K

Top Sellers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
-$14M
2
Morgan Stanley
Morgan Stanley
New York
-$4.68M
3
GC
Guggenheim Capital
Illinois
-$2.97M
4
EVM
Eaton Vance Management
Massachusetts
-$1.51M
5
Wells Fargo
Wells Fargo
California
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
26
SG Americas Securities
New York
$527K +$187K +11,242 +55%
AAM
27
American Asset Management
Florida
$517K +$73.9K +4,450 +17%
Franklin Resources
28
Franklin Resources
California
$487K – – –
CCP
29
Clough Capital Partners
Massachusetts
$487K +$489K +29,400 New
SWM
30
SeaCrest Wealth Management
New York
$451K +$453K +27,253 New
HFS
31
HL Financial Services
Kentucky
$433K +$5.82K +350 +1%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$430K +$431K +25,958 New
BRWA
33
B. Riley Wealth Advisors
Florida
$410K +$411K +24,746 New
Stifel Financial
34
Stifel Financial
Missouri
$406K -$53K -3,191 -11%
QFA
35
Quattro Financial Advisors
Texas
$403K -$732K -44,049 -65%
WAM
36
Weiss Asset Management
Massachusetts
$398K +$399K +24,022 New
CAN
37
Cetera Advisor Networks
California
$395K +$110K +6,635 +39%
TJHA
38
Thomas J. Herzfeld Advisors
Florida
$357K +$158K +9,525 +79%
DA
39
Doliver Advisors
Texas
$348K +$349K +21,020 New
POIA
40
Pin Oak Investment Advisors
Texas
$289K +$290K +17,425 New
DWT
41
Dorsey & Whitney Trust
South Dakota
$224K – – –
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$222K – – –
RJT
43
Raymond James Trust
Florida
$218K -$20.6K -1,240 -9%
AG
44
Advisor Group
Arizona
$186K +$23.5K +1,415 +14%
CIA
45
Capital Investment Advisors
Georgia
$179K +$179K +10,800 New
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$152K +$153K +9,189 New
GRP
47
Global Retirement Partners
California
$108K +$1.23K +74 +1%
SPIA
48
Steward Partners Investment Advisory
New York
$80K +$39.3K +2,368 +95%
IA
49
IFP Advisors
Florida
$64K – – –
CA
50
Calton & Associates
Florida
$60K +$59.7K +3,594 New
1
2
3

FSD Hedge Fund Activity: Q4 2017 in Review

60 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) for Q4 2017, worth a combined $142M — down 11% from $159M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FSD positions and 9 closed out — a net gain of 6 holders — while 20 added to existing stakes and 13 trimmed.

The largest buyer was Curi RMB Capital, opening a new position worth an estimated $2.37M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $14M sold.

  • 60 institutional investors held FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) as of Q4 2017, up from 54 in Q3 2017.
  • Funds reported $142M of FIRST TRUST HIGH INCOME LONG/SHORT FUND stock for Q4 2017, down 11% quarter-over-quarter.
  • 15 funds opened new FIRST TRUST HIGH INCOME LONG/SHORT FUND positions in Q4 2017 and 9 closed out, a net change of +6 holders.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND buyer in Q4 2017 was Curi RMB Capital, an estimated $2.37M added.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND seller in Q4 2017 was Laurion Capital Management, an estimated $14M sold.

Based on aggregated 13F filings for Q4 2017.