FTCM
XFINU

First Trust Capital Management’s ExcelFin Acquisition Corp Unit XFINU Stock Holding History

First Trust Capital Management’s Portfolio XFINU Stock Details XFINU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-300,000
Closed -$3.04M – 258
2021
Q4 		$3.04M Buy
+300,000
New +$3.02M 0.53% 36

Other funds holding XFINU

Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
SCM
Shaolin Capital Management Miami, Florida $2.71B AUM 64.83% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return
ACM
Atalaya Capital Management New York $45M AUM 3.02% 1-Year Est. Return
HIM
HGC Investment Management Toronto, Ontario, Canada $451M AUM 8.78% 1-Year Est. Return
SRF
Silver Rock Financial Los Angeles, California $49.7M AUM 17.42% 1-Year Est. Return
DCM
Difesa Capital Management New York $38.1M AUM 39.86% 1-Year Est. Return
SIM
Sandia Investment Management Boston, Massachusetts $40.1M AUM 14.58% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $163M AUM 21.95% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

First Trust Capital Management's XFINU Position: Q1 2022 in Review

First Trust Capital Management sold out of ExcelFin Acquisition Corp Unit (XFINU) in Q1 2022, closing a stake of 300,000 shares — an estimated $3.04M sold.

First Trust Capital Management first reported a position in XFINU in Q4 2021 and held it in 1 quarter. The position peaked at $3.04M in Q4 2021. 29 funds tracked by Wall St. Rank hold XFINU as of Q1 2022.

  • First Trust Capital Management reported no remaining ExcelFin Acquisition Corp Unit position as of Q1 2022 after selling out during the quarter.
  • First Trust Capital Management sold 300,000 ExcelFin Acquisition Corp Unit shares in Q1 2022, an estimated $3.04M.
  • First Trust Capital Management first reported a position in ExcelFin Acquisition Corp Unit in Q4 2021 and held it in 1 quarter.
  • First Trust Capital Management's ExcelFin Acquisition Corp Unit position peaked at $3.04M in Q4 2021.
  • 29 funds tracked by Wall St. Rank held ExcelFin Acquisition Corp Unit as of Q1 2022.

Based on First Trust Capital Management's 13F filing for Q1 2022, filed 16 May 2022.