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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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70 hedge funds and large institutions have $166M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

25% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 20

6% more funds holding

Funds holding: 66 → 70 (+4)

6% more capital invested

Capital invested by funds: $157M → $166M (+$9.13M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
25
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.5M
2
Morgan Stanley
Morgan Stanley
New York
+$2.21M
3
VCM
Virtue Capital Management
Tennessee
+$719K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$505K
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$323K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$2.57M
2
BI
Bramshill Investments
Florida
-$790K
3
SFS
Shaker Financial Services
Virginia
-$767K
4
Invesco
Invesco
Georgia
-$709K
5
CP
Camelot Portfolios
Ohio
-$549K
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$481K +$4.46K +322 +0.9%
Bank of America
27
Bank of America
North Carolina
$453K -$168K -12,109 -27%
KPWS
28
Kestra Private Wealth Services
Texas
$436K +$434K +31,343 New
Stifel Financial
29
Stifel Financial
Missouri
$411K +$76.3K +5,511 +23%
Franklin Resources
30
Franklin Resources
California
$409K – – –
CIA
31
Capital Investment Advisors
Georgia
$354K +$138 +10 +0%
POIA
32
Pin Oak Investment Advisors
Texas
$271K +$10.4K +750 +4%
LPL Financial
33
LPL Financial
California
$244K -$595 -43 -0.2%
GC
34
Guggenheim Capital
Illinois
$241K -$17.9K -1,293 -7%
TWM
35
Titus Wealth Management
California
$216K -$55.4K -4,000 -21%
RJT
36
Raymond James Trust
Florida
$212K – – –
SPIA
37
Steward Partners Investment Advisory
New York
$197K – – –
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$191K -$40K -2,887 -17%
RCM
39
Robinson Capital Management
Michigan
$191K +$190K +13,705 New
WT
40
Whittier Trust
California
$180K +$1.45K +105 +0.8%
MC
41
Moors & Cabot
Massachusetts
$162K +$161K +11,633 New
Walleye Capital
42
Walleye Capital
New York
$157K -$205K -14,786 -57%
AAS
43
Avantax Advisory Services
Texas
$156K +$155K +11,215 New
UCI
44
Uncommon Cents Investing
Wisconsin
$145K -$16.6K -1,200 -10%
BRWM
45
B. Riley Wealth Management
Tennessee
$139K +$139K +10,010 New
Citigroup
46
Citigroup
New York
$113K +$3.54K +256 +3%
EP
47
Eudaimonia Partners
Tennessee
$104K +$2.45K +177 +2%
NFG
48
Next Financial Group
Texas
$66K +$64.7K +4,674 New
GWM
49
Geneos Wealth Management
Colorado
$55K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$53K +$16.8K +1,216 +48%
1
2
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FSD Hedge Fund Activity: Q3 2020 in Review

70 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) for Q3 2020, worth a combined $166M — up 5.8% from $157M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FSD positions and 8 closed out — a net gain of 4 holders — while 25 added to existing stakes and 20 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.5M. The largest seller was Saba Capital Management, cutting an estimated $2.57M.

  • 70 institutional investors held FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) as of Q3 2020, up from 66 in Q2 2020.
  • Funds reported $166M of FIRST TRUST HIGH INCOME LONG/SHORT FUND stock for Q3 2020, up 5.8% quarter-over-quarter.
  • 12 funds opened new FIRST TRUST HIGH INCOME LONG/SHORT FUND positions in Q3 2020 and 8 closed out, a net change of +4 holders.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND buyer in Q3 2020 was Sit Investment Associates, an estimated $2.5M added.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND seller in Q3 2020 was Saba Capital Management, an estimated $2.57M sold.

Based on aggregated 13F filings for Q3 2020.