First Trust Capital Mgmt. Reports 432,354 Shares in Integrated Wellness

TL;DR

**First Trust Capital Management owns 432,354 shares of Integrated Wellness Acquisition Corp.**

AI Summary

First Trust Capital Management L.P. filed an amended Schedule 13G/A on January 10, 2024, disclosing its beneficial ownership in Integrated Wellness Acquisition Corp. As of December 31, 2023, First Trust Capital Management L.P. holds sole voting power over 432,354 Class A Ordinary Shares, representing a significant stake. This filing indicates a notable institutional investor's continued or adjusted position, which can influence market perception and potentially provide a vote of confidence or concern for current and prospective shareholders.

Why It Matters

This filing shows a major institutional investor's updated stake, which can signal their confidence in Integrated Wellness Acquisition Corp's future and potentially influence other investors' decisions.

Risk Assessment

Risk Level: low — This is a routine amendment filing by an institutional investor, not indicating any immediate negative or positive risk.

Analyst Insight

Investors should note that a major institutional investor, First Trust Capital Management L.P., holds a substantial position in Integrated Wellness Acquisition Corp. This could be a factor in assessing the company's institutional backing, but further research into First Trust's investment thesis and Integrated Wellness's fundamentals is warranted before making investment decisions.

Key Numbers

• 432,354 — Shares with Sole Voting Power (This is the number of Class A Ordinary Shares in Integrated Wellness Acquisition Corp that First Trust Capital Management L.P. can vote independently.)
• $0.0001 — Par Value per Share (This is the nominal value of each Class A Ordinary Share of Integrated Wellness Acquisition Corp.)

Key Players & Entities

• First Trust Capital Management L.P. (company) — the reporting person and institutional investor
• Integrated Wellness Acquisition Corp (company) — the subject company whose shares are being reported
• 432,354 (dollar_amount) — number of shares beneficially owned with sole voting power
• December 31, 2023 (date) — the date of the event requiring the filing
• Delaware (company) — place of organization for First Trust Capital Management L.P.

Forward-Looking Statements

• First Trust Capital Management L.P. will maintain a significant stake in Integrated Wellness Acquisition Corp. (First Trust Capital Management L.P.) — medium confidence, target: Q2 2024

FAQ

Key Financial Figures

• $0.0001 — r) Class A Ordinary Shares, par value $0.0001 per share (Title of Class of Securiti

Filing Documents

• schedule13gawel01102024.htm (SC 13G/A) — 62KB
• 0001604488-24-000014.txt ( ) — 63KB

Ownership

Item 4. Ownership (a) Amount Beneficially Owned: As investment adviser to the Client Accounts, FTCM has the authority to invest the funds of the Client Accounts in securities (including Ordinary Shares of the Issuer) as well as the authority to purchase, vote and dispose of securities, and may thus be deemed the beneficial owner of any shares of the Issuer's Ordinary Shares held in the Client Accounts. As of December 31, 2023, FTCM, FTCS and Sub GP collectively owned 432,354 shares of the outstanding Ordinary Shares of the Issuer. FTCS and Sub GP may be deemed to control FTCM and therefore may be deemed to be beneficial owners of the Ordinary Shares reported in this Schedule 13G/A. No one individual controls FTCS or Sub GP. FTCS and Sub GP do not own any Ordinary Shares of the Issuer for their own accounts. (b) Percent of Class: FTCM, FTCS and Sub GP: 10.16% (c) Number of shares as to which such person has: (i) Sole power to vote or to direct the vote: FTCM, FTCS and Sub GP: 432,354 (ii) Shared power to vote or to direct the vote: FTCM, FTCS and Sub GP: 0 (iii) Sole power to dispose or to direct the disposition of: FTCM, FTCS and Sub GP: 432,354 (iv) Shared power to dispose or to direct the disposition of: FTCM, FTCS and Sub GP: 0

Ownership of Five Percent or Less of a Class

Item 5. Ownership of Five Percent or Less of a Class. If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following [ ].

Ownership of more than Five Percent on Behalf of Another Person

Item 6. Ownership of more than Five Percent on Behalf of Another Person. See Item 4.

Identification and classification of the subsidiary which acquired the security being reported on by

Item 7. Identification and classification of the subsidiary which acquired the security being reported on by the parent holding company or control person. See Item 2.

Identification and classification of members of the group

Item 8. Identification and classification of members of the group. Not applicable.

Notice of Dissolution of Group

Item 9. Notice of Dissolution of Group. Not applicable.

Certifications

Item 10. Certifications. By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11. SIGNATURE After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. Dated: January 10, 2024 First Trust Capital Management L.P. By: /s/ Chad Eisenberg Chad Eisenberg, Chief Operating Officer First Trust Capital Solutions L.P. By: /s/ Chad Eisenberg Chad Eisenberg, Chief Operating Officer FTCS Sub GP LLC By: /s/ Chad Eisenberg Chad Eisenberg, Chief Operating Officer The original statement shall be signed by each person on whose behalf the statement is filed or his authorized representative. If the statement is signed on behalf of a person by his authorized representative (other than an executive officer or general partner of this filing person), evidence of the representative's authority to sign on behalf of such person shall be filed with the statement, provided, however, that a power of attorney for this purpose which is already on file with the Commission may be incorporated by reference. The name and any title of each person who signs the statement shall be typed or printed beneath his signature. Attention: Intentional misstatements or omissions of fact constitute Federal criminal violations (See 18 U.S.C. 1001). Exhibit I JOINT FILING STATEMENT PURSUANT TO RULE 13d-1(k) The undersigned acknowledge and agree that the foregoing statement on Schedule 13G/A, is filed on behalf of each of the u

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