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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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1 hedge funds and large institutions have $950K invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 77

99% less funds holding

Funds holding: 78 → 1 (-77)

99% less capital invested

Capital invested by funds: $162M → $950K (-$161M)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
1
Holders Change
-77
Holders Change %
-98.72%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
–
Reduced
–
Closed
77
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MFP
Meridian Financial Partners
Virginia
+$647K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$73.4M
2
AIA
Absolute Investment Advisers
Florida
-$10.2M
3
SIA
Sit Investment Associates
Minnesota
-$8.65M
4
RCM
Rivernorth Capital Management
Florida
-$7.37M
5
KIG
Kennedy Investment Group
New Jersey
-$5.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
26
Whittier Trust
California
– -$775K -62,802 Closed
WAM
27
Wolverine Asset Management
Illinois
– -$689K -55,811 Closed
Wells Fargo
28
Wells Fargo
California
– -$684K -55,413 Closed
RJFSA
29
Raymond James Financial Services Advisors
Florida
– -$605K -49,054 Closed
Stifel Financial
30
Stifel Financial
Missouri
– -$604K -48,974 Closed
Comerica Bank
31
Comerica Bank
Texas
– -$517K -41,888 Closed
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
– -$427K -34,591 Closed
MC
33
Matisse Capital
Oregon
– -$419K -33,926 Closed
Osaic Holdings
34
Osaic Holdings
Arizona
– -$382K -30,989 Closed
OC
35
Oppenheimer & Co
New York
– -$354K -28,707 Closed
JWCA
36
J.W. Cole Advisors
Florida
– -$345K -27,969 Closed
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
– -$329K -26,638 Closed
SFS
38
Shaker Financial Services
Virginia
– -$302K -24,479 Closed
FFA
39
Founders Financial Alliance
North Carolina
– -$282K -22,865 Closed
Mariner
40
Mariner
Kansas
– -$274K -22,228 Closed
SA
41
Sanctuary Advisors
Indiana
– -$255K -22,029 Closed
CL
42
Choreo LLC
Illinois
– -$255K -20,860 Closed
CL
43
CSS LLC
Illinois
– -$248K -20,058 Closed
HNWAG
44
High Net Worth Advisory Group
Florida
– -$232K -18,798 Closed
NAS
45
NWF Advisory Services
California
– -$225K -18,226 Closed
KPWS
46
Kestra Private Wealth Services
Texas
– -$223K -18,031 Closed
WS
47
Wedbush Securities
California
– -$219K -17,764 Closed
WI
48
Wintrust Investments
Illinois
– -$208K -16,866 Closed
CIA
49
Capital Investment Advisors
Georgia
– -$182K -14,782 Closed
PWPS
50
Pinnacle Wealth Planning Services
Ohio
– -$175K -14,217 Closed
1
2
3 4

FSD Hedge Fund Activity: Q3 2024 in Review

1 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) for Q3 2024, worth a combined $950K — down 99% from $162M a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of FSD and 1 opened new positions — a net loss of 76 holders — while 0 trimmed existing stakes and 0 added.

The largest buyer was Meridian Financial Partners, opening a new position worth an estimated $647K. The largest seller was Morgan Stanley, exiting entirely with an estimated $73.4M sold.

  • 1 institutional investor held FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) as of Q3 2024, down from 78 in Q2 2024.
  • Funds reported $950K of FIRST TRUST HIGH INCOME LONG/SHORT FUND stock for Q3 2024, down 99% quarter-over-quarter.
  • 1 fund opened new FIRST TRUST HIGH INCOME LONG/SHORT FUND positions in Q3 2024 and 77 closed out, a net change of -76 holders.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND buyer in Q3 2024 was Meridian Financial Partners, an estimated $647K added.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND seller in Q3 2024 was Morgan Stanley, an estimated $73.4M sold.

Based on aggregated 13F filings for Q3 2024.