First Trust Capital Management’s Achari Ventures Holdings Corp I AVHI Stock Holding History

First Trust Capital Management’s Portfolio AVHI Stock Details AVHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-543,572	Closed	-$5.55M	–	282
2022 Q4	$5.55M	Sell	543,572 -15,000	-3%	-$152K	0.3%	105
2022 Q3	$5.6M	Buy	558,572 +289,028	+107%	+$2.89M	0.26%	109
2022 Q2	$2.69M	Buy	+269,544	New	+$2.69M	0.19%	147

Other funds holding AVHI

Periscope Capital Toronto, Ontario, Canada $1.14B AUM 6.91% 1-Year Est. Return

ASM

ATW SPAC Management New York $79.2M AUM 10.67% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

GCWM

Graham Capital Wealth Management Washington D.c., District of Columbia $129M AUM 16.02% 1-Year Est. Return

SCM

Shaolin Capital Management Miami, Florida $2.1B AUM 64.05% 1-Year Est. Return

RCM

Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.32B AUM 1.82% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

OCAM

Owl Creek Asset Management New York $1.21B AUM 169.99% 1-Year Est. Return

First Trust Capital Management's AVHI Position: Q1 2023 in Review

First Trust Capital Management sold out of Achari Ventures Holdings Corp I (AVHI) in Q1 2023, closing a stake of 543,572 shares — an estimated $5.55M sold.

First Trust Capital Management first reported a position in AVHI in Q2 2022 and held it in 3 quarters. The position peaked at $5.6M in Q3 2022. 13 funds tracked by Wall St. Rank hold AVHI as of Q1 2023.

First Trust Capital Management reported no remaining Achari Ventures Holdings Corp I position as of Q1 2023 after selling out during the quarter.
First Trust Capital Management sold 543,572 Achari Ventures Holdings Corp I shares in Q1 2023, an estimated $5.55M.
First Trust Capital Management first reported a position in Achari Ventures Holdings Corp I in Q2 2022 and held it in 3 quarters.
First Trust Capital Management's Achari Ventures Holdings Corp I position peaked at $5.6M in Q3 2022.
13 funds tracked by Wall St. Rank held Achari Ventures Holdings Corp I as of Q1 2023.

Based on First Trust Capital Management's 13F filing for Q1 2023, filed 12 May 2023.