Fund HoldingsFirst Trust Capital Management L.P.

Total Portfolio Value
$1.38B
Total Bought
$652.34M
Total Sold
$585.49M
Net Transaction
+$66.85M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
INTRA-CELLULAR THERAPIES INC0719,552+719,552094,9236.86%+94,923
BEACON ROOFING SUPPLY INC0665,505+665,505082,3235.95%+82,323
PAYCOR HCM INC03,455,521+3,455,521077,5425.61%+77,542
PATTERSON COS INC01,183,012+1,183,012036,9572.67%+36,957
PLAYA HOTELS RESORTS ORD02,578,543+2,578,543034,3722.48%+34,372
DESPEGAR COM CORP01,632,378+1,632,378030,6722.22%+30,672
H & E EQUIPMENT SERVICES INC0280,674+280,674026,6051.92%+26,605
NORDSTROM INC1,358,8272,374,957+1,016,13032,81658,0684.20%+25,252
PACTIV EVERGREEN INC01,279,761+1,279,761023,0481.67%+23,048
DRUGS MADE IN AMER ACQUTN CO
ORD SHS
02,066,702+2,066,702020,7081.50%+20,708
CHIMERIX INC02,412,657+2,412,657020,5321.48%+20,532
SANDY SPRING BANCORP INC0652,967+652,967018,2501.32%+18,250
DUN & BRADSTREET HLDGS INC01,990,362+1,990,362017,7941.29%+17,794
LOGILITY SUPPLY CHAIN SOLUTI01,204,265+1,204,265017,1731.24%+17,173
ACCOLADE INC02,257,932+2,257,932015,7601.14%+15,760
KELLANOVA879,7341,018,030+138,29671,23283,9776.07%+12,745
WALGREENS BOOTS ALLIANCE INC01,076,307+1,076,307012,0220.87%+12,022
MOUNTAIN LAKE ACQUISITION CO01,000,000+1,000,000010,0500.73%+10,050
AIR TRANSPORT SERVICES GRP I1,241,4291,617,563+376,13427,28736,2982.62%+9,012
TRIUMPH GROUP INC NEW0339,639+339,63908,6060.62%+8,606
RANGE CAP ACQUISITION CORP
ORD SHS
0750,000+750,00007,5380.54%+7,538
SOLARWINDS CORP0389,078+389,07807,1710.52%+7,171
TRANSLATIONAL DEV ACQUISITIO
COM CL A
0649,998+649,99806,5520.47%+6,552
2SEVENTY BIO INC01,143,962+1,143,96205,6510.41%+5,651
CHAMPIONX CORPORATION24,327185,577+161,2506615,5300.40%+4,869
ENSTAR GROUP LIMITED2,71716,914+14,1978755,6220.41%+4,747
PLUM ACQUISITION CORP IV0400,000+400,00004,0160.29%+4,016
JACKSON ACQUISITION CO II0375,000+375,00003,7760.27%+3,776
GESHER ACQUISITION CORP. II0250,000+250,00002,5080.18%+2,508
REDFIN CORP0258,502+258,50202,3810.17%+2,381
PARAGON 28 INC097,345+97,34501,2710.09%+1,271
VOYAGER ACQUISITION CORP
CL A
1,796,1911,886,191+90,00017,99819,2011.39%+1,204
KEEN VISION ACQUISITION CORP0103,667+103,66701,1640.08%+1,164
RADIUS RECYCLING INC035,081+35,08101,0130.07%+1,013
AA MISSION ACQUISITION CORP2,944,5422,944,542029,74030,7122.22%+972
ALTUS POWER INC0171,499+171,49908490.06%+849
NEWBURY STR II ACQUISITION C
ORD SHS CL A
067,600+67,60006800.05%+680
AGRICULTURE & NAT SOL ACQ CO
SHS CL A
3,117,5783,117,578032,70333,2592.40%+555
CENTURION ACQUISITION CORP2,587,5002,587,500026,13426,6511.93%+518
PROASSURANCE CORP021,932+21,93205120.04%+512
HAYMAKER ACQUISITION CORP IV
CLASS A
2,055,8532,055,853022,14222,5941.63%+452
GP-ACT III ACQUISITION CORP2,587,5002,587,500026,23726,6511.93%+414
M3BRIGADE ACQUISITION V CORP
CL A
2,097,0262,097,026021,09621,4951.55%+398
HESS CORP6,2477,537+1,2908311,2040.09%+373
LEGATO MERGER CORP III1,801,1911,801,191018,53418,8941.37%+360
LIONHEART HOLDINGS2,070,0002,070,000020,90721,2591.54%+352
BLEICHROEDER ACQUISITION COR1,250,0001,265,000+15,00012,32512,6630.92%+338
LAUNCH ONE ACQUISITION CORP2,070,0002,070,000020,80321,1351.53%+332
GRAF GLOBAL CORP2,073,9162,073,916020,92621,2581.54%+332
SIM ACQUISITION CORP. I1,800,0001,800,000018,07218,3961.33%+324
AMEDISYS INC20,27823,248+2,9701,8412,1530.16%+312
AIMEI HEALTH TECHNOLOGY CO L
SHS
680,000680,00007,1887,4780.54%+290
MELAR ACQUISITION CORP. I
SHS CL A
1,578,9511,578,951015,88416,1531.17%+268
CANTOR EQUITY PARTNERS INC755,863755,86307,8538,1180.59%+265
DISCOVER FINL SVCS7,5129,066+1,5541,3011,5480.11%+246
EVERI HLDGS INC72,12887,584+15,4569741,1970.09%+223
PATRIA LATIN AMRCN OPPRNTY A969,800969,800011,28811,4920.83%+204
FRONTIER COMMUNICATIONS PARE20,46024,846+4,3867108910.06%+181
VINE HILL CAP INVT CORP.
ORD SHS CL A
1,779,9981,779,998017,88918,0671.31%+178
JVSPAC ACQUISITION CORP567,500567,50005,9136,0840.44%+170
JUNIPER NETWORKS INC27,16132,771+5,6101,0171,1860.09%+169
RF ACQUISITION CORP II1,029,1141,029,114010,51810,6770.77%+159
ANDRETTI ACQUISITION CORP II1,130,8091,130,809011,30211,4550.83%+153
ANSYS INC3,1963,856+6601,0781,2210.09%+143
SPARK I ACQUISITION CORP850,439850,43909,0499,1850.66%+136
BLACK SPADE ACQUISITION II C743,346743,34607,3817,5150.54%+134
AI TRANSN ACQUISITION CORP540,000540,00005,8055,9240.43%+119
DYNAMIX CORP749,998749,99807,3427,4600.54%+118
CHARLTON ARIA ACQUISITION CO765,000765,00007,6197,7300.56%+111
CHENGHE ACQUISITION II CO774,998774,99807,8437,9510.57%+108
GIGCAPITAL7 CORP
ORD SHS CL A
602,557602,55706,0266,1340.44%+108
FLAG SHIP ACQUISITION CORP612,750612,75006,2266,3300.46%+104
SPRING VALLEY ACQUISTN CORP0396,431+396,43104,5670.33%+4,567
BLACK HAWK ACQUISITION CORP670,000670,00006,9557,0550.51%+101
HORIZON SPACE ACQUSTN I CORP0300,000+300,00003,5670.26%+3,567
BAYVIEW ACQUISITION CORP0334,190+334,19003,6390.26%+3,639
TAVIA ACQUISITION CORP500,000500,00004,9565,0250.36%+69
PLAINS ALL AMERN PIPELINE L(PAA)11,39812,803+1,4051952560.02%+61
EUREKA ACQUISITION CORP457,915457,91504,6484,7070.34%+60
EMBRACE CHANGE ACQUISITN COR200,000200,00002,3362,3940.17%+58
CAYSON ACQUISITION CORP75,00075,00007547650.06%+11
FLAG SHIP ACQUISITION CORP506,475506,475056630.00%+7
ENERGY TRANSFER L P(ET)12,74712,027-7202502240.02%-26
SURMODICS INC16,40519,921+3,5166506080.04%-41
TAVIA ACQUISITION CORP500,0000-500,000600-60
WESTERN MIDSTREAM PARTNERS L(WES)5,5860-5,5862150-215
ENTERPRISE PRODS PARTNERS L(EPD)6,8690-6,8692150-215
MPLX LP(MPLX)4,6810-4,6812240-224
CF ACQUISITION CORP VII24,6400-24,6402780-278
FT-PREFERRED SECUR & INC ETF20,4440-20,4443620-362
OAK WOODS ACQUISITION CORP570,368526,103-44,2656,4746,0820.44%-392
INDEPENDENT BANK GROUP INC9,4140-9,4145710-571
COLOMBIER ACQUISITION CORP I554,997554,99706,5215,9110.43%-610
QUETTA ACQUISITION CORP60,0000-60,0006330-633
MCGRATH RENTCORP(MGRC)6,3380-6,3387090-709
SERVICETITAN INC(TTAN)109,490109,490011,26310,4140.75%-850
NABORS ENERGY TRANSITION COR2,745,0002,595,000-150,00029,64628,4152.05%-1,231
ENDEAVOR GROUP HLDGS INC46,8960-46,8961,4670-1,467
HCM II ACQUISITION CORP2,069,9981,728,952-341,04620,74118,1891.31%-2,553
HENNESSY CAPITAL INVST CORP258,7290-258,7292,7400-2,740
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