AE Wealth Management’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

AE Wealth Management’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 Q1	–	Sell	-652	Closed	-$28.1K	–	2624
2025 Q4	$28.1K	Hold	652	–	–	﹤0.01%	1960
2025 Q3	$27.9K	Hold	652	–	–	﹤0.01%	1831
2025 Q2	$25.3K	Hold	652	–	–	﹤0.01%	1719
2025 Q1	$22.8K	Hold	652	–	–	﹤0.01%	1717
2024 Q4	$24K	Buy	+652	New	+$24.1K	﹤0.01%	1692
2020 Q1	–	Sell	-113,328	Closed	-$3.75M	–	1160
2019 Q4	$3.75M	Buy	113,328 +100,977	+818%	+$3.24M	0.08%	223
2019 Q3	$385K	Buy	+12,351	New	+$390K	0.01%	688

Other funds holding FCVT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AE Wealth Management's FCVT Position: Q1 2026 in Review

AE Wealth Management sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q1 2026, closing a stake of 652 shares — an estimated $28.1K sold.

AE Wealth Management first reported a position in FCVT in Q3 2019 and held it in 7 quarters. The position peaked at $3.75M in Q4 2019. 64 funds tracked by Wall St. Rank hold FCVT as of Q1 2026.

AE Wealth Management reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q1 2026 after selling out during the quarter.
AE Wealth Management sold 652 First Trust SSI Strategic Convertible Securities ETF shares in Q1 2026, an estimated $28.1K.
AE Wealth Management first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q3 2019 and held it in 7 quarters.
AE Wealth Management's First Trust SSI Strategic Convertible Securities ETF position peaked at $3.75M in Q4 2019.
64 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.