First Trust Capital Management L.P.
Annual return '25
+26.0%
SPY '25
+17.7%
Alpha
+8.3ptsvs SPY
Invested
$1.9B
Holdings
168
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 88%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GTLS
CHART INDS INC
Held since at least Q1 2024
7.0%
02
$HOLX
HOLOGIC INC
Q1 2026: Exited (was 33.9k shares)
5.4%
03
$SEE
SEALED AIR CORP NEW
Q1 2026: Exited (was 632.8k shares)
5.3%
04
$MASI
MASIMO CORP
Held since at least Q1 2024
4.6%
05
$EA
ELECTRONIC ARTS INC
Q1 2026: Exited (was 16.1k shares)
4.4%
06
$TPH
TRI POINTE HOMES INC
Held since at least Q1 2024
4.0%
07
$NSA
NATIONAL STORAGE AFFILIATES
Held since at least Q1 2024
3.7%
08
$AL
AIR LEASE CORP
Q1 2026: Exited (was 17.0k shares)
3.4%
09
$CWAN
CLEARWATER ANALYTICS HLDGS I
Q1 2026: Exited (was 1.48M shares)
2.7%
10
$TERN
TERNS PHARMACEUTICALS INC
Held since at least Q1 2024
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:44 UTC.