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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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53 hedge funds and large institutions have $254M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

8% more funds holding

Funds holding: 49 → 53 (+4)

1% more capital invested

Capital invested by funds: $251M → $254M (+$2.38M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
19
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$9.21M
2
VIA
Vident Investment Advisory
Georgia
+$2.64M
3
SIA
Sit Investment Associates
Minnesota
+$1.83M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.68M
5
RJA
Raymond James & Associates
Florida
+$747K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$10.7M
2
Morgan Stanley
Morgan Stanley
New York
-$4.19M
3
CC
Carlson Capital
Texas
-$3.22M
4
Millennium Management
Millennium Management
New York
-$1.24M
5
Wells Fargo
Wells Fargo
California
-$885K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
51
Tower Research Capital (TRC)
New York
$7K +$7.15K +430 New
HNB
52
Huntington National Bank
Ohio
$3K – – –
PFO
53
Pathstone Family Office
New Jersey
$3K +$2.69K +162 New
CC
54
Carlson Capital
Texas
– -$3.22M -200,000 Closed
LCM
55
Landscape Capital Management
New Jersey
– -$380K -23,653 Closed
GEM
56
Global Endowment Management
North Carolina
– -$257K -16,000 Closed
AGM
57
Alpine Global Management
New York
– -$180K -11,165 Closed
NFG
58
Next Financial Group
Texas
– -$24K -1,500 Closed
MA
59
MUFG Americas
New York
– +$283 +17 New
1 2
3

FSD Hedge Fund Activity: Q1 2017 in Review

53 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) for Q1 2017, worth a combined $254M — up 0.95% from $251M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FSD positions and 5 closed out — a net gain of 6 holders — while 19 added to existing stakes and 17 trimmed.

The largest buyer was UBS Group, adding an estimated $9.21M. The largest seller was Rivernorth Capital Management, cutting an estimated $10.7M.

  • 53 institutional investors held FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) as of Q1 2017, up from 49 in Q4 2016.
  • Funds reported $254M of FIRST TRUST HIGH INCOME LONG/SHORT FUND stock for Q1 2017, up 0.95% quarter-over-quarter.
  • 11 funds opened new FIRST TRUST HIGH INCOME LONG/SHORT FUND positions in Q1 2017 and 5 closed out, a net change of +6 holders.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND buyer in Q1 2017 was UBS Group, an estimated $9.21M added.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND seller in Q1 2017 was Rivernorth Capital Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2017.