FTCM
WEL

First Trust Capital Management’s Integrated Wellness Acquisition Corp WEL Stock Holding History

First Trust Capital Management’s Portfolio WEL Stock Details WEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-430,000
Closed -$5.07M – 121
2024
Q3 		$5.07M Hold
430,000
– – 0.34% 65
2024
Q2 		$4.98M Hold
430,000
– – 0.45% 60
2024
Q1 		$4.89M Hold
430,000
– – 0.42% 59
2023
Q4 		$4.82M Buy
+430,000
New +$4.76M 0.37% 72
2023
Q2 		– Sell
-979,510
Closed -$10.3M – 157
2023
Q1 		$10.3M Buy
979,510
+184,278
+23% +$1.92M 0.44% 74
2022
Q4 		$8.17M Buy
795,232
+745,232
+1,490% +$7.6M 0.44% 70
2022
Q3 		$506K Hold
50,000
– – 0.02% 365
2022
Q2 		$499K Buy
+50,000
New +$500K 0.03% 315

Other funds holding WEL

MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $553M AUM 1.29% 1-Year Est. Return