Fund HoldingsFirst Trust Capital Management L.P.

Total Portfolio Value
$1.65B
Total Bought
$915.89M
Total Sold
$818.73M
Net Transaction
+$97.16M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
CADENCE BANK02,112,573+2,112,573090,5035.48%+90,503
DAYFORCE INC0958,960+958,960066,3224.01%+66,322
COMERICA INC0756,333+756,333065,7483.98%+65,748
ALEXANDER & BALDWIN INC NEW02,443,064+2,443,064050,4253.05%+50,425
CIDARA THERAPEUTICS INC0205,233+205,233045,3342.74%+45,334
HILLENBRAND INC01,342,891+1,342,891042,5972.58%+42,597
SYNOVUS FINL CORP0838,645+838,645041,9742.54%+41,974
CLEARWATER ANALYTICS HLDGS I01,479,650+1,479,650035,6892.16%+35,689
EXACT SCIENCES CORP(EXK)0274,864+274,864027,9151.69%+27,915
SEALED AIR CORP NEW0632,818+632,818026,2181.59%+26,218
HOLOGIC INC0309,557+309,557023,0591.40%+23,059
JAMF HLDG CORP01,741,286+1,741,286022,6541.37%+22,654
FRONTIER COMMUNICATIONS PARE24,115584,236+560,12190122,2421.35%+21,341
DRUGS MADE IN AMER ACQ II CO
USD ORD SHS
02,068,118+2,068,118020,4741.24%+20,474
PLYMOUTH INDL REIT INC0856,618+856,618018,7431.13%+18,743
HERITAGE COMM CORP01,550,000+1,550,000018,6161.13%+18,616
AMICUS THERAPEUTICS INC
COM
01,088,721+1,088,721015,5030.94%+15,503
CYBERARK SOFTWARE LTD120,000164,574+44,57457,97873,4104.44%+15,432
CONFLUENT INC0462,084+462,084013,9730.85%+13,973
FORGE GLOBAL HOLDINGS INC0307,802+307,802013,7160.83%+13,716
CANTOR EQUITY PARTNERS III I
SHS CL A
01,213,649+1,213,649012,3790.75%+12,379
LIVE OAK ACQUISITION CORP V01,100,000+1,100,000011,3300.69%+11,330
ASTRIA THERAPEUTICS INC0831,357+831,357010,8820.66%+10,882
DENNYS CORP01,701,392+1,701,392010,5830.64%+10,583
GSR IV ACQUISITION CORP0945,910+945,91009,4500.57%+9,450
APEX TREAS CORP
ORD SHS CL A
0850,000+850,00008,4070.51%+8,407
BTC DEV CORP0750,000+750,00007,5080.45%+7,508
MESHFLOW ACQUISITION CORP0750,000+750,00007,5000.45%+7,500
BLUE FOUNDRY BANCORP
COM
0602,268+602,26807,4860.45%+7,486
SEMRUSH HLDGS INC
CL A COM
0625,206+625,20607,4340.45%+7,434
SC II ACQUISITION CORP0675,000+675,00006,7970.41%+6,797
VIKING ACQUISITION CORP I0649,998+649,99806,4350.39%+6,435
CANTOR EQUITY PARTNERS V INC0605,189+605,18906,2030.38%+6,203
CRANE HBR ACQUISITION CORP I
UNIT 12/09/2030
0600,000+600,00006,0420.37%+6,042
IRON HORSE ACQUISIT CORP II0600,000+600,00005,9670.36%+5,967
INSIGHT DIGITAL PARTNERS II0600,000+600,00005,9460.36%+5,946
VOYAGER ACQUISITION CORP
CL A
1,552,9472,020,947+468,00016,29921,5641.31%+5,265
INFLECTION PT ACQUISITION CO
CL A ORD SHS
0500,000+500,00005,0700.31%+5,070
HALL CHADWICK ACQUISITION CO0500,000+500,00005,0100.30%+5,010
DYNAMIX CORP III0500,000+500,00004,9450.30%+4,945
INVEST GREEN ACQUISITION COR
CL A ORD SHS
0500,000+500,00004,9200.30%+4,920
EVOLUTION GLOBAL ACQUISITION0460,000+460,00004,5400.27%+4,540
CANTOR EQUITY PARTNERS I INC0409,698+409,69804,2650.26%+4,265
FUTURECREST ACQUISITION CORP0400,000+400,00004,0400.24%+4,040
VINE HILL CAP INVTS CORP II
UNIT 11/25/2030
0400,000+400,00004,0080.24%+4,008
M3-BRIGADE ACQUISITION VI CO0399,999+399,99904,0000.24%+4,000
TGE VALUE CREATIVE SOLUTIONS0400,000+400,00003,9760.24%+3,976
TAILWIND 2.0 ACQUISITION COR
ORD SHS CL A
0400,000+400,00003,9400.24%+3,940
AMERICAN DRIVE ACQUISITION C
UNIT 12/04/2030
0386,399+386,39903,8520.23%+3,852
SILICON VY ACQUISITION CORP
UNIT 12/08/2030
0350,000+350,00003,4810.21%+3,481
BLUEROCK ACQUISITION CORP0333,042+333,04203,3300.20%+3,330
WEN ACQUISITION CORP260,158589,658+329,5002,6335,9560.36%+3,323
SAFEGUARD ACQUISITION CORP0300,000+300,00003,0260.18%+3,026
ITHAX ACQUISITION CORP III0300,000+300,00002,9930.18%+2,993
LAFAYETTE ACQUISITION CORP0300,000+300,00002,9700.18%+2,970
AVIDITY BIOSCIENCES INC040,000+40,00002,8850.17%+2,885
SOULPOWER ACQUISITION CORP789,5701,039,570+250,0007,96810,5520.64%+2,584
HIGHVIEW MERGER CORP0250,000+250,00002,5000.15%+2,500
AA MISSION ACQUISITION CORP
ORD SHS CL A
0250,000+250,00002,4910.15%+2,491
ALUSSA ENERGY ACQUISITION CO
UNIT 99/99/9999
0200,000+200,00002,0200.12%+2,020
SILVERBOX CORP V0200,000+200,00002,0120.12%+2,012
TRAILBLAZER ACQUISITION CORP0199,998+199,99802,0020.12%+2,002
ACTIVATE ENERGY ACQUISITION
UNIT 11/10/2030
0200,000+200,00001,9990.12%+1,999
DAEDALUS SPL ACQUISITION COR
UNIT 11/10/2030
0175,000+175,00001,7570.11%+1,757
ASPEN INSURANCE HOLDINGS LTD(AHL-PD)039,334+39,33401,4590.09%+1,459
BRIGHTHOUSE FINL INC(BHF)022,138+22,13801,4340.09%+1,434
CSG SYS INTL INC017,569+17,56901,3470.08%+1,347
TWO HBRS INVT CORP(TWO)0105,638+105,63801,1090.07%+1,109
AIR LEASE CORP
CL A
017,040+17,04001,0940.07%+1,094
BLUEPORT ACQUISITION LTD0100,000+100,00001,0090.06%+1,009
LEAPFROG ACQUISITION CORP0100,000+100,00001,0010.06%+1,001
MIDWESTONE FINL GROUP INC NE025,886+25,88609970.06%+997
OTG ACQUISITION CORP. I080,778+80,77808080.05%+808
A PARADISE ACQUISITION CORP
COM CL A
050,000+50,00005030.03%+503
GRAF GLOBAL CORP2,139,2482,139,248022,54823,0081.39%+460
AA MISSION ACQUISITION CORP2,984,5422,984,992+45031,39731,8501.93%+452
NEW AMER ACQUISITION I CORP035,000+35,00003640.02%+364
DRUGS MADE IN AMER ACQ II CO
RIGHT 09/16/2030
02,068,118+2,068,11802900.02%+290
CENTURION ACQUISITION CORP2,745,0002,745,000028,96029,2341.77%+275
CHIME FINL INC(CHYM)0536,989+536,989013,5160.82%+13,516
LIONHEART HOLDINGS2,145,0002,145,000022,54422,8021.38%+258
CHAMPIONSGATE ACQUISITION CO496,935514,174+17,2395,0045,2390.32%+235
DRUGS MADE IN AMER ACQUTN CO
ORD SHS
2,242,5002,242,500023,03023,2641.41%+234
SIDDHI ACQUISITION CORP
CL A SHS
1,658,1091,658,359+25016,83017,0481.03%+218
SUNOCO LP/SUNOCO FIN CORP(SUN)03,858+3,85802020.01%+202
MPLX LP(MPLX)03,754+3,75402000.01%+200
GP-ACT III ACQUISITION CORP2,091,0772,091,077022,16522,3541.35%+188
LAUNCH ONE ACQUISITION CORP2,070,0002,070,000021,73521,9211.33%+186
VENDOME ACQUISITION CORP I1,850,0001,850,000018,37118,5561.12%+185
MELAR ACQUISITION CORP. I
SHS CL A
1,400,0001,400,000014,70014,8820.90%+182
RITHM ACQUISITION CORP01,201,650+1,201,650012,4850.76%+12,485
NEWHOLD INVT CORP III
ORD SHS CL A
930,448930,44809,4729,6440.58%+172
TITAN ACQUISITION CORP750,000750,00007,5907,6880.47%+98
RANGE CAP ACQUISITION CORP
ORD SHS
750,000750,00007,7187,8150.47%+98
CANTOR EQUITY PARTNERS IV IN
SHS CL A
1,000,0001,000,000010,18510,2800.62%+95
INVEST GREEN ACQUISITION COR
RIGHT 11/17/2030
0500,000+500,0000950.01%+95
PLUM ACQUISITION CORP IV650,000650,00006,7086,7990.41%+91
TRANSLATIONAL DEV ACQUISITIO
COM CL A
649,998649,99806,7276,8180.41%+91
SIM ACQUISITION CORP. I1,800,0001,800,000018,97219,0621.15%+90
BLUE WTR ACQUISITION CORP. I
ORD SHS CL A
249,998249,99802,4922,5800.16%+87
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