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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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67 hedge funds and large institutions have $151M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

12% more funds holding

Funds holding: 60 → 67 (+7)

7% more capital invested

Capital invested by funds: $142M → $151M (+$9.46M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
67
Holders Change
+7
Holders Change %
+11.67%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
21
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EVM
Eaton Vance Management
Massachusetts
+$12.4M
2
UBS Group
UBS Group
Switzerland
+$4.67M
3
GC
Guggenheim Capital
Illinois
+$3.54M
4
CRC
Curi RMB Capital
Illinois
+$2.4M
5
VIA
Vident Investment Advisory
Georgia
+$2.16M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.82M
2
SFS
Shaker Financial Services
Virginia
-$1.75M
3
WAM
Wolverine Asset Management
Illinois
-$1M
4
RJA
Raymond James & Associates
Florida
-$506K
5
SIA
Sit Investment Associates
Minnesota
-$504K
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
26
SG Americas Securities
New York
$633K +$165K +10,269 +32%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$603K -$15.3K -956 -2%
SFS
28
Shaker Financial Services
Virginia
$574K -$1.75M -109,169 -74%
AAM
29
American Asset Management
Florida
$480K +$11.2K +700 +2%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$456K +$486K +30,326 New
OC
31
Oppenheimer & Co
New York
$454K -$459K -28,630 -49%
6M
32
6 Meridian
Kansas
$445K +$474K +29,545 New
Franklin Resources
33
Franklin Resources
California
$442K – – –
OFG
34
OTA Financial Group
New York
$402K +$429K +26,740 New
HFS
35
HL Financial Services
Kentucky
$396K +$3.18K +198 +0.8%
BRWA
36
B. Riley Wealth Advisors
Florida
$373K +$305 +19 +0.1%
Stifel Financial
37
Stifel Financial
Missouri
$335K -$37.7K -2,352 -10%
SWM
38
SeaCrest Wealth Management
New York
$311K -$105K -6,559 -24%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$305K +$177K +11,040 +120%
WAM
40
Wolverine Asset Management
Illinois
$300K -$1M -62,412 -76%
POIA
41
Pin Oak Investment Advisors
Texas
$262K – – –
AI
42
Atria Investments
North Carolina
$254K +$270K +16,847 New
Walleye Trading
43
Walleye Trading
New York
$250K +$266K +16,600 New
AAM
44
Advisors Asset Management
Colorado
$234K -$370K -23,063 -61%
WAM
45
Weiss Asset Management
Massachusetts
$206K -$165K -10,305 -43%
DWT
46
Dorsey & Whitney Trust
South Dakota
$203K – – –
RJT
47
Raymond James Trust
Florida
$198K – – –
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$194K -$8.13K -507 -4%
CIA
49
Capital Investment Advisors
Georgia
$166K +$3.21K +200 +2%
Goldman Sachs
50
Goldman Sachs
New York
$165K +$176K +10,950 New
1
2
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FSD Hedge Fund Activity: Q1 2018 in Review

67 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) for Q1 2018, worth a combined $151M — up 6.7% from $142M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FSD positions and 5 closed out — a net gain of 7 holders — while 21 added to existing stakes and 18 trimmed.

The largest buyer was Eaton Vance Management, opening a new position worth an estimated $12.4M. The largest seller was Morgan Stanley, cutting an estimated $3.82M.

  • 67 institutional investors held FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) as of Q1 2018, up from 60 in Q4 2017.
  • Funds reported $151M of FIRST TRUST HIGH INCOME LONG/SHORT FUND stock for Q1 2018, up 6.7% quarter-over-quarter.
  • 12 funds opened new FIRST TRUST HIGH INCOME LONG/SHORT FUND positions in Q1 2018 and 5 closed out, a net change of +7 holders.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND buyer in Q1 2018 was Eaton Vance Management, an estimated $12.4M added.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND seller in Q1 2018 was Morgan Stanley, an estimated $3.82M sold.

Based on aggregated 13F filings for Q1 2018.