FTCM
BTRS

First Trust Capital Management’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

First Trust Capital Management’s Portfolio BTRS Stock Details BTRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-735,328
Closed -$6.81M – 438
2022
Q3 		$6.81M Buy
+735,328
New +$4.76M 0.32% 90
2020
Q4 		– Sell
-50,000
Closed -$523K – 151
2020
Q3 		$523K Buy
+50,000
New +$516K 0.14% 82

First Trust Capital Management's BTRS Position: Q4 2022 in Review

First Trust Capital Management sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q4 2022, closing a stake of 735,328 shares — an estimated $6.81M sold.

First Trust Capital Management first reported a position in BTRS in Q3 2020 and held it in 2 quarters. The position peaked at $6.81M in Q3 2022. 0 funds tracked by Wall St. Rank hold BTRS as of Q4 2022.

  • First Trust Capital Management reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q4 2022 after selling out during the quarter.
  • First Trust Capital Management sold 735,328 BTRS Holdings Inc. Class 1 Common Stock shares in Q4 2022, an estimated $6.81M.
  • First Trust Capital Management first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q3 2020 and held it in 2 quarters.
  • First Trust Capital Management's BTRS Holdings Inc. Class 1 Common Stock position peaked at $6.81M in Q3 2022.
  • 0 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q4 2022.

Based on First Trust Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.