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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
1.42%
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

FSD Hedge Fund Activity: Q1 2019 in Review

66 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) for Q1 2019, worth a combined $182M — up 15% from $158M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of FSD and 6 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 21 added.

The largest buyer was Saba Capital Management, adding an estimated $13.1M. The largest seller was Invesco, cutting an estimated $4.79M.

  • 66 institutional investors held FIRST TRUST HIGH INCOME LONG/SHORT FUND (FSD) as of Q1 2019, down from 68 in Q4 2018.
  • Funds reported $182M of FIRST TRUST HIGH INCOME LONG/SHORT FUND stock for Q1 2019, up 15% quarter-over-quarter.
  • 6 funds opened new FIRST TRUST HIGH INCOME LONG/SHORT FUND positions in Q1 2019 and 8 closed out, a net change of -2 holders.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND buyer in Q1 2019 was Saba Capital Management, an estimated $13.1M added.
  • The largest FIRST TRUST HIGH INCOME LONG/SHORT FUND seller in Q1 2019 was Invesco, an estimated $4.79M sold.

Based on aggregated 13F filings for Q1 2019.