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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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70 hedge funds and large institutions have $166M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

25% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 20

6% more funds holding

Funds holding: 66 → 70 (+4)

6% more capital invested

Capital invested by funds: $157M → $166M (+$9.13M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
25
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.5M
2
Morgan Stanley
Morgan Stanley
New York
+$2.21M
3
VCM
Virtue Capital Management
Tennessee
+$719K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$505K
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$323K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$2.57M
2
BI
Bramshill Investments
Florida
-$790K
3
SFS
Shaker Financial Services
Virginia
-$767K
4
Invesco
Invesco
Georgia
-$709K
5
CP
Camelot Portfolios
Ohio
-$549K
Name Holding Trade Value Shares
Change 		Change in
Stake
MF
51
Manchester Financial
California
$48K – – –
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$45K +$35K +2,528 +337%
ASN
53
Advisory Services Network
Georgia
$24K +$23.9K +1,727 New
S
54
SignatureFD
Georgia
$21K +$20.8K +1,500 New
VNA
55
Valley National Advisers
Pennsylvania
$19K – – –
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
AF
57
Advisornet Financial
Minnesota
$13K – – –
Barclays
58
Barclays
United Kingdom
$12K +$10.2K +739 New
PAM
59
Panagora Asset Management
Massachusetts
$10K – – –
BFEC
60
Benjamin F. Edwards & Company
Missouri
$9K -$11.5K -830 -55%
APA
61
American Portfolios Advisors
New York
$8.35K – – –
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$7K +$83 +6 +1%
FFA
63
Founders Financial Alliance
North Carolina
$7K +$6.92K +500 New
US Bancorp
64
US Bancorp
Minnesota
$6K – – –
RG
65
Retirement Group
California
$5K – – –
DI
66
Disciplined Investments
Oklahoma
$5K +$4.67K +337 New
GRP
67
Global Retirement Partners
California
$1K +$14 +1 +3%
WLPWM
68
Walled Lake Planning & Wealth Management
Illinois
$1K +$28 +2 +4%
SFS
69
Sowell Financial Services
Arkansas
$1K +$152 +11 +14%
CAN
70
Cetera Advisor Networks
California
– -$279K -20,993 Closed
Walleye Trading
71
Walleye Trading
New York
– -$180K -13,552 Closed
CRC
72
Curi RMB Capital
Illinois
– -$165K -12,422 Closed
WI
73
Wintrust Investments
Illinois
– -$153K -11,538 Closed
WAM
74
Wolverine Asset Management
Illinois
– -$17K -1,315 Closed
OPS
75
Orion Portfolio Solutions
Nebraska
– -$7K -498 Closed
1 2
3
4

FSD Hedge Fund Activity: Q3 2020 in Review

70 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) for Q3 2020, worth a combined $166M — up 5.8% from $157M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FSD positions and 8 closed out — a net gain of 4 holders — while 25 added to existing stakes and 20 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.5M. The largest seller was Saba Capital Management, cutting an estimated $2.57M.

  • 70 institutional investors held FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) as of Q3 2020, up from 66 in Q2 2020.
  • Funds reported $166M of FIRST TRUST HIGH INCOME LONG/SHORT FUND stock for Q3 2020, up 5.8% quarter-over-quarter.
  • 12 funds opened new FIRST TRUST HIGH INCOME LONG/SHORT FUND positions in Q3 2020 and 8 closed out, a net change of +4 holders.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND buyer in Q3 2020 was Sit Investment Associates, an estimated $2.5M added.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND seller in Q3 2020 was Saba Capital Management, an estimated $2.57M sold.

Based on aggregated 13F filings for Q3 2020.