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FSD

FIRST TRUST HIGH INCOME LONG/SHORT FUND

Delisted

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

66 hedge funds and large institutions have $182M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

15% more capital invested

Capital invested by funds: $158M → $182M (+$23.7M)

3% less funds holding

Funds holding: 6866 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

28% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 29

Holders
66
Holders Change
-2
Holders Change %
-2.94%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
6
Increased
21
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
AQR Arbitrage
Connecticut
$618K +$4.14K +290 +0.7%
GC
27
Guggenheim Capital
Illinois
$612K -$1.31M -91,875 -69%
OC
28
Oppenheimer & Co
New York
$553K +$40K +2,800 +8%
WAM
29
Wolverine Asset Management
Illinois
$551K -$685K -47,962 -56%
BRWA
30
B. Riley Wealth Advisors
Florida
$540K +$32.1K +2,249 +6%
SKK
31
Shepherd Kaplan Krochuk
Massachusetts
$529K +$517K +36,190 New
SFS
32
Shaker Financial Services
Virginia
$526K +$514K +36,021 New
AG
33
Advisor Group
Arizona
$474K +$20.1K +1,408 +5%
HFS
34
HL Financial Services
Kentucky
$436K +$6K +420 +1%
Franklin Resources
35
Franklin Resources
California
$429K
CAN
36
Cetera Advisor Networks
California
$396K +$5.71K +400 +1%
CIA
37
Capital Investment Advisors
Georgia
$387K +$4.97K +348 +1%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$367K -$17.6K -1,234 -5%
SPC
39
Sigma Planning Corp
Michigan
$353K -$20K -1,404 -5%
RJT
40
Raymond James Trust
Florida
$285K
Walleye Trading
41
Walleye Trading
New York
$275K -$1.43K -100 -0.5%
AI
42
Atria Investments
North Carolina
$261K -$21.8K -1,528 -8%
POIA
43
Pin Oak Investment Advisors
Texas
$244K
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$226K -$7.52K -527 -3%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$205K +$196K +13,713 +4,778%
LPL Financial
46
LPL Financial
California
$204K -$60.7K -4,254 -23%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$197K -$39.2K -2,745 -17%
WT
48
Whittier Trust
California
$188K +$36.6K +2,564 +25%
WS
49
Wedbush Securities
California
$151K
SWM
50
SeaCrest Wealth Management
New York
$124K -$57.4K -4,024 -32%