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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Portfolio FCVT Stock Details FCVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-49,867
Closed -$2.2M – 84
2026
Q1 		$2.2M Buy
+49,867
New +$2.26M 1.38% 10

Other funds holding FCVT

CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MPIA
Milestones Private Investment Advisors Fairport, New York $126M AUM 26.4% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's FCVT Position: Q2 2026 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q2 2026, closing a stake of 49,867 shares — an estimated $2.2M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in FCVT in Q1 2026 and held it in 1 quarter. The position peaked at $2.2M in Q1 2026. 41 funds tracked by Wall St. Rank hold FCVT as of Q2 2026.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q2 2026 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 49,867 First Trust SSI Strategic Convertible Securities ETF shares in Q2 2026, an estimated $2.2M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q1 2026 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's First Trust SSI Strategic Convertible Securities ETF position peaked at $2.2M in Q1 2026.
  • 41 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q2 2026.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q2 2026, filed 10 Aug 2026.