FIRST TRUST HIGH INCOME LONG/SHORT FUND
FSD
FSD was delisted on the 19th of July, 2024.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFP
Meridian Financial Partners
Warrenton,
Virginia
|
+$647K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$73.4M |
| 2 |
AIA
Absolute Investment Advisers
Rosemary Beach,
Florida
|
-$10.2M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$8.65M |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$7.37M |
| 5 |
KIG
Kennedy Investment Group
West Depford,
New Jersey
|
-$5.57M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -70 | Closed |
|
|
GRP
77
Global Retirement Partners
San Rafael,
California
| – | -$698 | -57 | Closed |
|
78
AssetMark Inc
Concord,
California
| – | -$568 | -46 | Closed |
|
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.