First Trust Capital Management L.P.

Q3 2025 13F-HR Holdings

Location
Chicago, IL
Holdings as of
9/30/2025
Date filed
11/17/2025
Form type
13F-HR
Num holdings
121
Total value ($000)
$1,550,793
Net value change ($000)
+71,812 (4.9%)
New positions
46
Sold out positions
46
Turnover %
93.6%
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 Q2 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)
WNS 103,818 NEW
VRNA 97,013 NEW
VBTX 86,113 NEW
COOP 72,843 NEW
CYBR 57,978 NEW
EA 50,425 NEW
Aris Water Solutions, Inc. 45,496 NEW
TRML 33,278 NEW
Merus N.V. 23,100 NEW
IASGBX 21,243 NEW
Top Reduces (Value $000, Stocks/ETFs)
DNB -96,968 -100.0%
SpringWorks Therapeutics, Inc. -91,338 -100.0%
SKAA -89,491 -100.0%
Enstar Group LTD -64,055 -100.0%
BPMC -58,459 -100.0%
AZEK -56,095 -100.0%
KEL -33,589 -46.3%
KDK -29,503 -100.0%
CHX -15,203 -100.0%
NABORS ENERGY TRANSITION COR -14,240 -49.5%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type