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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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66 hedge funds and large institutions have $157M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $150M → $157M (+$7.09M)

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

12% less funds holding

Funds holding: 75 → 66 (-9)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

53% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 17

Holders
66
Holders Change
-9
Holders Change %
-12%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
23
Reduced
23
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.17M
2
PPA
Parametric Portfolio Associates
Washington
+$1.23M
3
SFS
Shaker Financial Services
Virginia
+$1.05M
4
BI
Bramshill Investments
Florida
+$804K
5
Ameriprise
Ameriprise
Minnesota
+$748K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$10.3M
2
SIA
Sit Investment Associates
Minnesota
-$1.45M
3
CP
Camelot Portfolios
Ohio
-$1.28M
4
Wells Fargo
Wells Fargo
California
-$809K
5
Goldman Sachs
Goldman Sachs
New York
-$707K
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
26
Franklin Resources
California
$401K – – –
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$355K +$176K +13,453 +101%
Walleye Capital
28
Walleye Capital
New York
$346K +$341K +26,091 New
CIA
29
Capital Investment Advisors
Georgia
$338K +$131 +10 +0%
Stifel Financial
30
Stifel Financial
Missouri
$319K +$76.4K +5,840 +32%
CAN
31
Cetera Advisor Networks
California
$279K – – –
TWM
32
Titus Wealth Management
California
$259K -$32.7K -2,500 -11%
POIA
33
Pin Oak Investment Advisors
Texas
$248K – – –
GC
34
Guggenheim Capital
Illinois
$247K -$5.78K -442 -2%
LPL Financial
35
LPL Financial
California
$233K +$7.09K +542 +3%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$220K -$2.13K -163 -1%
RJT
37
Raymond James Trust
Florida
$202K -$17K -1,300 -8%
SPIA
38
Steward Partners Investment Advisory
New York
$188K +$78 +6 +0%
Walleye Trading
39
Walleye Trading
New York
$180K +$177K +13,552 New
WT
40
Whittier Trust
California
$171K – – –
CRC
41
Curi RMB Capital
Illinois
$165K -$162K -12,364 -50%
UCI
42
Uncommon Cents Investing
Wisconsin
$154K +$1.96K +150 +1%
WI
43
Wintrust Investments
Illinois
$153K +$1.59K +122 +1%
Citigroup
44
Citigroup
New York
$104K +$5.03K +385 +5%
EP
45
Eudaimonia Partners
Tennessee
$97K +$2.39K +183 +3%
GWM
46
Geneos Wealth Management
Colorado
$53K -$78 -6 -0.1%
MF
47
Manchester Financial
California
$46K – – –
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$33K -$3.61K -276 -10%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$20K – – –
VNA
50
Valley National Advisers
Pennsylvania
$18K – – –
1
2
3 4

FSD Hedge Fund Activity: Q2 2020 in Review

66 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) for Q2 2020, worth a combined $157M — up 4.7% from $150M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of FSD and 8 opened new positions — a net loss of 9 holders — while 23 trimmed existing stakes and 23 added.

The largest buyer was Morgan Stanley, adding an estimated $6.17M. The largest seller was Saba Capital Management, cutting an estimated $10.3M.

  • 66 institutional investors held FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) as of Q2 2020, down from 75 in Q1 2020.
  • Funds reported $157M of FIRST TRUST HIGH INCOME LONG/SHORT FUND stock for Q2 2020, up 4.7% quarter-over-quarter.
  • 8 funds opened new FIRST TRUST HIGH INCOME LONG/SHORT FUND positions in Q2 2020 and 17 closed out, a net change of -9 holders.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND buyer in Q2 2020 was Morgan Stanley, an estimated $6.17M added.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND seller in Q2 2020 was Saba Capital Management, an estimated $10.3M sold.

Based on aggregated 13F filings for Q2 2020.