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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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76 hedge funds and large institutions have $230M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

72% more capital invested

Capital invested by funds: $134M → $230M (+$96.1M)

61% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 18

12% more funds holding

Funds holding: 68 → 76 (+8)

Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
29
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$61.8M
2
CCP
Clough Capital Partners
Massachusetts
+$4.8M
3
SIA
Sit Investment Associates
Minnesota
+$2.98M
4
GA
GraniteShares Advisors
New York
+$1.37M
5
Jane Street
Jane Street
New York
+$793K

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$4.63M
2
SFS
Shaker Financial Services
Virginia
-$1.33M
3
AA
AQR Arbitrage
Connecticut
-$377K
4
Walleye Capital
Walleye Capital
New York
-$293K
5
Osaic Holdings
Osaic Holdings
Arizona
-$182K
Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
26
Pin Oak Investment Advisors
Texas
$727K – – –
Stifel Financial
27
Stifel Financial
Missouri
$726K -$84.8K -7,719 -11%
WAM
28
Wolverine Asset Management
Illinois
$719K -$114K -10,404 -15%
Wells Fargo
29
Wells Fargo
California
$661K +$13.1K +1,196 +2%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$631K +$39.9K +3,634 +7%
AA
31
AQR Arbitrage
Connecticut
$622K -$377K -34,329 -40%
NA
32
NewEdge Advisors
Louisiana
$577K +$31.3K +2,851 +6%
LCM
33
Landscape Capital Management
New Jersey
$566K +$280K +25,519 +120%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$550K -$40.3K -3,674 -7%
Comerica Bank
35
Comerica Bank
Texas
$511K +$8.34K +759 +2%
RCM
36
Rivernorth Capital Management
Florida
$463K +$421K +38,295 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$434K +$3.36K +306 +0.9%
MC
38
Matisse Capital
Oregon
$410K +$373K +33,926 New
OC
39
Oppenheimer & Co
New York
$371K -$39K -3,555 -10%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$306K -$39K -3,551 -12%
YCM
41
Yakira Capital Management
Connecticut
$288K +$262K +23,853 New
KPWS
42
Kestra Private Wealth Services
Texas
$269K -$37.4K -3,403 -13%
QL
43
Quarry LP
New York
$265K +$240K +21,886 New
Mariner
44
Mariner
Kansas
$260K +$32.2K +2,936 +16%
FFA
45
Founders Financial Alliance
North Carolina
$242K +$14.5K +1,323 +7%
AllianceBernstein
46
AllianceBernstein
Tennessee
$242K +$220K +20,000 New
ARC
47
Advisor Resource Council
Texas
$240K +$218K +19,833 New
NAS
48
NWF Advisory Services
California
$220K – – –
SWM
49
SeaCrest Wealth Management
New York
$216K +$7.78K +708 +4%
WI
50
Wintrust Investments
Illinois
$202K +$11.1K +1,009 +6%
1
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FSD Hedge Fund Activity: Q4 2023 in Review

76 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) for Q4 2023, worth a combined $230M — up 72% from $134M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FSD positions and 8 closed out — a net gain of 9 holders — while 29 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $61.8M. The largest seller was Bramshill Investments, cutting an estimated $4.63M.

  • 76 institutional investors held FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) as of Q4 2023, up from 68 in Q3 2023.
  • Funds reported $230M of FIRST TRUST HIGH INCOME LONG/SHORT FUND stock for Q4 2023, up 72% quarter-over-quarter.
  • 17 funds opened new FIRST TRUST HIGH INCOME LONG/SHORT FUND positions in Q4 2023 and 8 closed out, a net change of +9 holders.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND buyer in Q4 2023 was Morgan Stanley, an estimated $61.8M added.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND seller in Q4 2023 was Bramshill Investments, an estimated $4.63M sold.

Based on aggregated 13F filings for Q4 2023.