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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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74 hedge funds and large institutions have $149M invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

16% more funds holding

Funds holding: 64 → 74 (+10)

8% more capital invested

Capital invested by funds: $138M → $149M (+$10.9M)

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

Holders
74
Holders Change
+10
Holders Change %
+15.63%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
23
Reduced
24
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$2.98M
2
SFS
Sowell Financial Services
Arkansas
+$795K
3
AA
AQR Arbitrage
Connecticut
+$478K
4
LSC
Logan Stone Capital
Illinois
+$447K
5
RJA
Raymond James & Associates
Florida
+$356K

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.18M
2
SIA
Sit Investment Associates
Minnesota
-$1.36M
3
Ameriprise
Ameriprise
Minnesota
-$486K
4
Morgan Stanley
Morgan Stanley
New York
-$305K
5
WAM
Wolverine Asset Management
Illinois
-$278K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
51
Founders Financial Alliance
North Carolina
$141K +$2.42K +217 +2%
BI
52
Bulldog Investors
New Jersey
$130K – – –
SPIA
53
Steward Partners Investment Advisory
New York
$125K – – –
UCI
54
Uncommon Cents Investing
Wisconsin
$123K +$557 +50 +0.5%
IA
55
Insight Advisors
Pennsylvania
$120K – – –
EC
56
Elequin Capital
New York
$119K +$115K +10,370 New
PAS
57
Park Avenue Securities
New York
$117K +$114K +10,252 New
ASN
58
Advisory Services Network
Georgia
$107K +$104K +9,359 New
Lazard Asset Management
59
Lazard Asset Management
New York
$91K – – –
GRP
60
Global Retirement Partners
California
$64.3K -$5.13K -461 -8%
SWM
61
Spire Wealth Management
Virginia
$40K +$835 +75 +2%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$25.2K – – –
TPCW
63
TD Private Client Wealth
New York
$22.9K – – –
BAM
64
Belpointe Asset Management
Nevada
$20.5K +$20K +1,793 New
IA
65
IFP Advisors
Florida
$19K +$1.14K +102 +8%
CSPIA
66
Cary Street Partners Investment Advisory
Virginia
$18.2K +$17.7K +1,586 New
BFEC
67
Benjamin F. Edwards & Company
Missouri
$15K – – –
HIA
68
Harbor Investment Advisory
Maryland
$11.4K – – –
CA
69
CoreCap Advisors
Michigan
$8.24K +$8.02K +720 New
MCC
70
Money Concepts Capital
Florida
$7.89K +$7.67K +689 New
EWA
71
EverSource Wealth Advisors
Alabama
$1.41K – – –
IGWM
72
ICA Group Wealth Management
Colorado
$1.31K +$1.27K +114 New
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$1K -$7.43K -667 -88%
SCA
74
Stonebridge Capital Advisors
Minnesota
$916 – – –
WAM
75
Wolverine Asset Management
Illinois
– -$278K -25,657 Closed
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FSD Hedge Fund Activity: Q4 2022 in Review

74 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) for Q4 2022, worth a combined $149M — up 7.9% from $138M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FSD positions and 3 closed out — a net gain of 11 holders — while 23 added to existing stakes and 24 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $2.98M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.18M.

  • 74 institutional investors held FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) as of Q4 2022, up from 64 in Q3 2022.
  • Funds reported $149M of FIRST TRUST HIGH INCOME LONG/SHORT FUND stock for Q4 2022, up 7.9% quarter-over-quarter.
  • 14 funds opened new FIRST TRUST HIGH INCOME LONG/SHORT FUND positions in Q4 2022 and 3 closed out, a net change of +11 holders.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND buyer in Q4 2022 was Bramshill Investments, an estimated $2.98M added.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $4.18M sold.

Based on aggregated 13F filings for Q4 2022.