FTCM
IBTX

First Trust Capital Management’s Independent Bank Group, Inc. IBTX Stock Holding History

First Trust Capital Management’s Portfolio IBTX Stock Details IBTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,414
Closed -$571K – 124
2024
Q4 		$571K Sell
9,414
-324
-3% -$20.1K 0.04% 84
2024
Q3 		$561K Buy
+9,738
New +$532K 0.04% 106

Other funds holding IBTX

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

First Trust Capital Management's IBTX Position: Q1 2025 in Review

First Trust Capital Management sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 9,414 shares — an estimated $571K sold.

First Trust Capital Management first reported a position in IBTX in Q3 2024 and held it in 2 quarters. The position peaked at $571K in Q4 2024. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

  • First Trust Capital Management reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
  • First Trust Capital Management sold 9,414 Independent Bank Group, Inc. shares in Q1 2025, an estimated $571K.
  • First Trust Capital Management first reported a position in Independent Bank Group, Inc. in Q3 2024 and held it in 2 quarters.
  • First Trust Capital Management's Independent Bank Group, Inc. position peaked at $571K in Q4 2024.
  • 0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on First Trust Capital Management's 13F filing for Q1 2025, filed 15 May 2025.