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Action Point Financial Planning’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Action Point Financial Planning’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 		$119K Buy
+2,219
New +$113K 0.01% 554

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EC
Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Action Point Financial Planning's FCVT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q2 2026: 2,219 shares worth $119K. The stake represents 0.01% of the portfolio and ranks #554 among its holdings.

61 funds tracked by Wall St. Rank hold FCVT as of Q2 2026.

  • Action Point Financial Planning held 2,219 shares of First Trust SSI Strategic Convertible Securities ETF worth $119K as of Q2 2026.
  • First Trust SSI Strategic Convertible Securities ETF was a new Action Point Financial Planning position in Q2 2026.
  • First Trust SSI Strategic Convertible Securities ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #554 holding.
  • 61 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.