First Trust Capital Management’s ExcelFin Acquisition Corp Class A Common Stock XFIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-300,000
Closed -$3.12M 171
2023
Q1
$3.12M Hold
300,000
0.13% 151
2022
Q4
$3.08M Hold
300,000
0.17% 176
2022
Q3
$3.01M Hold
300,000
0.14% 202
2022
Q2
$2.99M Hold
300,000
0.21% 133
2022
Q1
$2.99M Buy
+300,000
New +$2.99M 0.32% 57