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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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75 hedge funds and large institutions have $184M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

56% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 18

11% more capital invested

Capital invested by funds: $166M → $184M (+$17.8M)

7% more funds holding

Funds holding: 70 → 75 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
28
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
+$2.92M
2
RCM
Rivernorth Capital Management
Florida
+$2.59M
3
BI
Bramshill Investments
Florida
+$936K
4
6M
6 Meridian
Kansas
+$862K
5
LCM
Landscape Capital Management
New Jersey
+$654K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$1.97M
2
Morgan Stanley
Morgan Stanley
New York
-$1.3M
3
Wells Fargo
Wells Fargo
California
-$884K
4
UBS Group
UBS Group
Switzerland
-$353K
5
BRWA
B. Riley Wealth Advisors
Florida
-$339K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
26
Landscape Capital Management
New Jersey
$680K +$654K +46,047 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$621K +$43.3K +3,045 +8%
Citigroup
28
Citigroup
New York
$555K +$419K +29,466 +363%
WAM
29
Wolverine Asset Management
Illinois
$525K +$506K +35,604 New
POIA
30
Pin Oak Investment Advisors
Texas
$519K +$223K +15,718 +81%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$514K +$4.06K +286 +0.8%
KPWS
32
Kestra Private Wealth Services
Texas
$487K +$23.9K +1,681 +5%
Stifel Financial
33
Stifel Financial
Missouri
$469K +$31.6K +2,223 +8%
Franklin Resources
34
Franklin Resources
California
$434K – – –
OC
35
Oppenheimer & Co
New York
$403K -$220K -15,446 -36%
CIA
36
Capital Investment Advisors
Georgia
$376K +$142 +10 +0%
Bank of America
37
Bank of America
North Carolina
$358K -$119K -8,355 -26%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$338K +$130K +9,149 +67%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$296K +$285K +20,049 New
Walleye Trading
40
Walleye Trading
New York
$263K +$253K +17,798 New
QC
41
Quantedge Capital
Singapore
$261K +$252K +17,700 New
GC
42
Guggenheim Capital
Illinois
$248K -$7.59K -534 -3%
RJT
43
Raymond James Trust
Florida
$225K – – –
RCM
44
Robinson Capital Management
Michigan
$200K – – –
SPIA
45
Steward Partners Investment Advisory
New York
$198K -$11K -775 -5%
WT
46
Whittier Trust
California
$191K – – –
BRWA
47
B. Riley Wealth Advisors
Florida
$157K -$339K -23,875 -69%
TWM
48
Titus Wealth Management
California
$157K -$69.6K -4,900 -32%
IA
49
Insight Advisors
Pennsylvania
$157K +$151K +10,600 New
UCI
50
Uncommon Cents Investing
Wisconsin
$153K – – –
1
2
3 4

FSD Hedge Fund Activity: Q4 2020 in Review

75 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) for Q4 2020, worth a combined $184M — up 11% from $166M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FSD positions and 7 closed out — a net gain of 5 holders — while 28 added to existing stakes and 18 trimmed.

The largest buyer was City of London Investment Management, opening a new position worth an estimated $2.92M. The largest seller was Ameriprise, cutting an estimated $1.97M.

  • 75 institutional investors held FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) as of Q4 2020, up from 70 in Q3 2020.
  • Funds reported $184M of FIRST TRUST HIGH INCOME LONG/SHORT FUND stock for Q4 2020, up 11% quarter-over-quarter.
  • 12 funds opened new FIRST TRUST HIGH INCOME LONG/SHORT FUND positions in Q4 2020 and 7 closed out, a net change of +5 holders.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND buyer in Q4 2020 was City of London Investment Management, an estimated $2.92M added.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND seller in Q4 2020 was Ameriprise, an estimated $1.97M sold.

Based on aggregated 13F filings for Q4 2020.