FIRST TRUST HIGH INCOME LONG/SHORT FUND
FSD
FSD was delisted on the 19th of July, 2024.
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
+$2.98M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$795K |
| 3 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$478K |
| 4 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$447K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$356K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.18M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.36M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$486K |
| 4 |
Morgan Stanley
New York
|
-$305K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$278K |
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.