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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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1 hedge funds and large institutions have $950K invested in FIRST TRUST HIGH INCOME LONG/SHORT FUND in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 77

99% less funds holding

Funds holding: 78 → 1 (-77)

99% less capital invested

Capital invested by funds: $162M → $950K (-$161M)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
1
Holders Change
-77
Holders Change %
-98.72%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
–
Reduced
–
Closed
77
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MFP
Meridian Financial Partners
Virginia
+$647K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$73.4M
2
AIA
Absolute Investment Advisers
Florida
-$10.2M
3
SIA
Sit Investment Associates
Minnesota
-$8.65M
4
RCM
Rivernorth Capital Management
Florida
-$7.37M
5
KIG
Kennedy Investment Group
New Jersey
-$5.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
51
Park Avenue Securities
New York
– -$148K -12,033 Closed
MML Investors Services
52
MML Investors Services
Massachusetts
– -$148K -12,000 Closed
SPIA
53
Steward Partners Investment Advisory
New York
– -$144K -11,683 Closed
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
– -$144K -11,672 Closed
IFG
55
Independent Financial Group
California
– -$139K -11,303 Closed
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
– -$136K -11,034 Closed
UCI
57
Uncommon Cents Investing
Wisconsin
– -$136K -11,025 Closed
HI
58
Harbour Investments
Wisconsin
– -$134K -10,886 Closed
RJT
59
Raymond James Trust
Florida
– -$128K -10,400 Closed
Bank of America
60
Bank of America
North Carolina
– -$126K -10,172 Closed
AWM
61
Activest Wealth Management
Florida
– -$71.3K -5,782 Closed
AWM
62
Avior Wealth Management
Nebraska
– -$48.4K -3,923 Closed
SWM
63
Spire Wealth Management
Virginia
– -$47.9K -3,879 Closed
IAIM
64
International Assets Investment Management
Florida
– -$37K -3,000 Closed
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
– -$27.1K -2,200 Closed
GJWM
66
Gilliland Jeter Wealth Management
Arkansas
– -$25.7K -2,080 Closed
RFA
67
Register Financial Advisors
Georgia
– -$19K -1,542 Closed
OP
68
ORG Partners
Indiana
– -$18.6K -1,526 Closed
HIA
69
Harbor Investment Advisory
Maryland
– -$12.3K -1,000 Closed
ADL
70
Asset Dedication LLC
California
– -$10.1K -816 Closed
MCA
71
Maryland Capital Advisors
Maryland
– -$7.85K -636 Closed
HPC
72
HM Payson & Co
Maine
– -$6.17K -500 Closed
SL
73
Salomon & Ludwin
Virginia
– -$5.58K -452 Closed
JP Morgan Chase
74
JP Morgan Chase
New York
– -$5.21K -426 Closed
GWP
75
Gen-Wealth Partners
Michigan
– -$4.95K -401 Closed
1 2
3
4

FSD Hedge Fund Activity: Q3 2024 in Review

1 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) for Q3 2024, worth a combined $950K — down 99% from $162M a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of FSD and 1 opened new positions — a net loss of 76 holders — while 0 trimmed existing stakes and 0 added.

The largest buyer was Meridian Financial Partners, opening a new position worth an estimated $647K. The largest seller was Morgan Stanley, exiting entirely with an estimated $73.4M sold.

  • 1 institutional investor held FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) as of Q3 2024, down from 78 in Q2 2024.
  • Funds reported $950K of FIRST TRUST HIGH INCOME LONG/SHORT FUND stock for Q3 2024, down 99% quarter-over-quarter.
  • 1 fund opened new FIRST TRUST HIGH INCOME LONG/SHORT FUND positions in Q3 2024 and 77 closed out, a net change of -76 holders.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND buyer in Q3 2024 was Meridian Financial Partners, an estimated $647K added.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND seller in Q3 2024 was Morgan Stanley, an estimated $73.4M sold.

Based on aggregated 13F filings for Q3 2024.