First Trust Capital Management’s Cadence Bank CADE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,112,573	Closed	-$90.5M	–	185
2025 Q4	$90.5M	Buy	+2,112,573	New	+$83.7M	5.48%	1

Other funds holding CADE

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

First Trust Capital Management's CADE Position: Q1 2026 in Review

First Trust Capital Management sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 2,112,573 shares — an estimated $90.5M sold.

First Trust Capital Management first reported a position in CADE in Q4 2025 and held it in 1 quarter. The position peaked at $90.5M in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

First Trust Capital Management reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
First Trust Capital Management sold 2,112,573 Cadence Bank shares in Q1 2026, an estimated $90.5M.
First Trust Capital Management first reported a position in Cadence Bank in Q4 2025 and held it in 1 quarter.
First Trust Capital Management's Cadence Bank position peaked at $90.5M in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on First Trust Capital Management's 13F filing for Q1 2026, filed 14 May 2026.