First Trust Capital Management L.P.

Q2 2025 13F-HR Holdings

Location
Chicago, IL
Holdings as of
6/30/2025
Date filed
8/14/2025
Form type
13F-HR
Num holdings
121
Total value ($000)
$1,478,981
Net value change ($000)
+95,586 (6.9%)
New positions
58
Sold out positions
28
Turnover %
84.9%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SpringWorks Therapeutics, Inc. 91,338 NEW
SKAA 89,491 NEW
DNB 79,174 444.9%
BPMC 58,459 NEW
Enstar Group LTD 58,433 1039.4%
AZEK 56,095 NEW
AVDX 35,674 NEW
CHYM 22,659 NEW
TVA 17,214 NEW
SIDDHI ACQUISITION CORP 16,763 NEW
Top Reduces (Value $000, Stocks/ETFs)
Intra-Cellular Therapies, Inc. -94,923 -100.0%
QXO BUILDING PRODUCTS, INC. -82,323 -100.0%
PAYCOR HCM, INC. -77,542 -100.0%
JWNGBX -58,068 -100.0%
PATTERSON COMPANIES, INC. -36,957 -100.0%
Air Transport Services Group, Inc. -36,298 -100.0%
Playa Hotels & Resorts N.V. -34,372 -100.0%
Despegar.com, Corp. -30,672 -100.0%
H&E Equipment Services, Inc. -26,605 -100.0%
Pactiv Evergreen Inc. -23,048 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type