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Portfolio (Quarterly) Guide ↗

First Trust Capital Management L.P.

· CIK 0001604488
13F Portfolio $1.9B AUM 197 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 73 New 13 Added 34 Reduced 53 Exited
Page 3 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CHYM CHIME FINL INC Financial Services 536,989.0 $10.1M 0.53% $18.73 -5.6%
42 NHIC NEWHOLD INVT CORP III Financial Services 930,448.0 $9.6M 0.51% $10.37 +1.8%
43 CTRA COTERRA ENERGY INC Energy 272,561.0 $9.6M 0.50% NEW $35.14 -7.3%
44 DAAQ DIGITAL ASSET ACQUISITION CO Financial Services 876,498.0 $9.0M 0.47% -8K -0.9% $10.24 +0.7%
45 CHARLTON ARIA ACQUISITION CO 828,750.0 $8.8M 0.46% $10.58
46 RANGE CAP ACQUISITION CORP 750,000.0 $7.9M 0.41% $10.52
47 VINE HILL CAP INVT CORP. 725,310.0 $7.7M 0.41% $10.68
48 AFJK AIMEI HEALTH TECHNOLOGY CO L Financial Services 680,000.0 $7.7M 0.41% $11.37 +260.6%
49 SEMR SEMRUSH HLDGS INC Technology 625,206.0 $7.5M 0.39% $11.94 +0.5%
50 MESH MESHFLOW ACQUISITION CORP Financial Services 750,000.0 $7.4M 0.39% NEW $9.89 +1.0%
51 BDCI BTC DEV CORP Financial Services 738,849.0 $7.4M 0.39% -11K -1.5% $9.99 +0.4%
52 GREAT LAKES DREDGE & DOCK CO 434,061.0 $7.4M 0.39% NEW $17.00
53 IPOD DUNE ACQUISITION CORP II Financial Services 699,992.0 $7.2M 0.38% $10.33 +0.4%
54 SCII SC II ACQUISITION CORP Financial Services 675,000.0 $6.7M 0.35% NEW $9.97 +0.3%
55 TVA TEXAS VENTURES ACQUISITION I Financial Services 644,953.0 $6.7M 0.35% -620K -49.0% $10.39 +1.0%
56 APEX TREAS CORP 654,958.0 $6.5M 0.34% -195K -22.9% $9.94
57 VACI VIKING ACQUISITION CORP I Financial Services 649,998.0 $6.5M 0.34% $9.93 +2.6%
58 EQV VENTURES AC CORP. II 627,045.0 $6.3M 0.33% $10.09
59 ANDRETTI ACQUISITION CORP II 590,809.0 $6.3M 0.33% $10.65
60 CEPV CANTOR EQUITY PARTNERS V INC Financial Services 605,189.0 $6.1M 0.32% $10.10 +1.6%
Page 3 of 10  ·  182 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 31.2%
Healthcare 21.7%
Real Estate 13.3%
Industrials 12.1%
Communication Services 7.8%
Consumer Cyclical 7.0%
Technology 5.8%
Energy 1.0%