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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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59 hedge funds and large institutions have $160M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding

Funds holding: 59 → 59 (0)

10% less capital invested

Capital invested by funds: $178M → $160M (-$17.6M)

Holders
59
Holders Change
–
Holders Change %
0%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bessemer Group
Bessemer Group
New Jersey
+$2.74M
2
Goldman Sachs
Goldman Sachs
New York
+$1.97M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.89M
4
RCM
Rivernorth Capital Management
Florida
+$1.85M
5
MIG
Mariner Investment Group
New York
+$1.38M

Top Sellers

Rank Fund Capital Flow
1
EVM
Eaton Vance Management
Massachusetts
-$7.81M
2
Bank of America
Bank of America
North Carolina
-$2.22M
3
UBS Group
UBS Group
Switzerland
-$1.25M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$750K
5
LPL Financial
LPL Financial
California
-$553K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$60K +$740 +50 +1%
Deutsche Bank
52
Deutsche Bank
Germany
$57K -$7.4K -500 -11%
RIA
53
Regal Investment Advisors
Michigan
$35K – – –
NFG
54
Next Financial Group
Texas
$28K – – –
US Bancorp
55
US Bancorp
Minnesota
$28K – – –
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$19K – – –
VNA
57
Valley National Advisers
Pennsylvania
$19K +$19.7K +1,333 New
CFA
58
Carroll Financial Associates
North Carolina
$16K – – –
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$5K – – –
Creative Planning
60
Creative Planning
Kansas
$3K +$2.99K +202 New
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
– -$750K -47,973 Closed
PAM
62
Panagora Asset Management
Massachusetts
– -$368K -23,537 Closed
VKH
63
Virtu KCG Holdings
New York
– -$345K -22,038 Closed
RTS
64
Round Table Services
New Jersey
– -$261K -16,700 Closed
CIA
65
Capital Investment Advisors
Georgia
– -$234K -14,950 Closed
TRCT
66
Tower Research Capital (TRC)
New York
– -$14K -919 Closed
1 2
3

FSD Hedge Fund Activity: Q3 2015 in Review

59 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) for Q3 2015, worth a combined $160M — down 9.9% from $178M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FSD positions and 6 closed out — a net gain of 1 holder — while 22 added to existing stakes and 14 trimmed.

The largest buyer was Bessemer Group, adding an estimated $2.74M. The largest seller was Eaton Vance Management, cutting an estimated $7.81M.

  • 59 institutional investors held FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $160M of FIRST TRUST HIGH INCOME LONG/SHORT FUND stock for Q3 2015, down 9.9% quarter-over-quarter.
  • 7 funds opened new FIRST TRUST HIGH INCOME LONG/SHORT FUND positions in Q3 2015 and 6 closed out, a net change of +1 holder.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND buyer in Q3 2015 was Bessemer Group, an estimated $2.74M added.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND seller in Q3 2015 was Eaton Vance Management, an estimated $7.81M sold.

Based on aggregated 13F filings for Q3 2015.