FTCM
ZEO

First Trust Capital Management’s Zeo Energy ZEO Stock Holding History

First Trust Capital Management’s Portfolio ZEO Stock Details ZEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,675,506
Closed -$17.3M – 251
2022
Q4 		$17.3M Buy
1,675,506
+1,499,501
+852% +$15.5M 0.93% 15
2022
Q3 		$1.78M Buy
176,005
+5
+0% +$51 0.08% 270
2022
Q2 		$1.77M Buy
+176,000
New +$1.77M 0.12% 194