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FSD

FIRST TRUST HIGH INCOME LONG/SHORT FUND

Delisted

FSD was delisted on the 19th of July, 2024.

66 hedge funds and large institutions have $182M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

15% more capital invested

Capital invested by funds: $158M → $182M (+$23.7M)

3% less funds holding

Funds holding: 6866 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

28% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 29

Holders
66
Holders Change
-2
Holders Change %
-2.94%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
6
Increased
21
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
51
Concourse Financial Group Securities
Alabama
$95K -$7.59K -532 -8%
GRP
52
Global Retirement Partners
California
$62K -$885 -62 -1%
GWM
53
Geneos Wealth Management
Colorado
$59K -$314 -22 -0.5%
FANJ
54
Financial Architects (New Jersey)
New Jersey
$30K +$29.5K +2,069 New
NFG
55
Next Financial Group
Texas
$23K -$20.8K -1,455 -48%
NFH
56
NEXT Financial Holdings
Texas
$23K +$22.8K +1,600 New
VNA
57
Valley National Advisers
Pennsylvania
$19K
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$15K +$13.8K +967 New
AF
59
Advisornet Financial
Minnesota
$13K
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$12K
APA
61
American Portfolios Advisors
New York
$8.77K
IA
62
IFP Advisors
Florida
$7K -$5K -350 -41%
Citigroup
63
Citigroup
New York
$3K +$1.51K +106 +265%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$1K -$3K -210 -85%
ASN
65
Advisory Services Network
Georgia
$1K
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
-$819K -61,642 Closed
Stifel Financial
67
Stifel Financial
Missouri
-$388K -29,573 Closed
WAM
68
Weiss Asset Management
Massachusetts
-$270K -20,342 Closed
CA
69
Cetera Advisors
Colorado
-$167K -12,625 Closed
Goldman Sachs
70
Goldman Sachs
New York
-$153K -11,520 Closed
TSW
71
Thompson Siegel & Walmsley
Virginia
-$25K -1,846 Closed
MOS
72
MGO One Seven
Ohio
-$11K -879 Closed
US Bancorp
73
US Bancorp
Minnesota
-$3K -196 Closed
Fidelity Investments
74
Fidelity Investments
Massachusetts
+$14 +1 New