FCAG
CPZ

First Capital Advisors Group’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

First Capital Advisors Group’s Portfolio CPZ Stock Details CPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$104K Buy
+6,719
New +$102K 0.05% 207

Other funds holding CPZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

First Capital Advisors Group's CPZ Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q2 2023: 6,719 shares worth $104K. The stake represents 0.05% of the portfolio and ranks #207 among its holdings.

49 funds tracked by Wall St. Rank hold CPZ as of Q2 2023.

  • First Capital Advisors Group held 6,719 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $104K as of Q2 2023.
  • Calamos Long/Short Equity & Dynamic Income Trust was a new First Capital Advisors Group position in Q2 2023.
  • Calamos Long/Short Equity & Dynamic Income Trust made up 0.05% of First Capital Advisors Group's portfolio in Q2 2023, its #207 holding.
  • 49 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.