American Portfolios Advisors’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

American Portfolios Advisors’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
2022 Q3	–	Sell	-1,158	Closed	-$36.6K	–	3553
2022 Q2	$36.6K	Hold	1,158	–	–	﹤0.01%	1933
2022 Q1	$44.9K	Hold	1,158	–	–	﹤0.01%	1933
2021 Q4	$48K	Buy	1,158 +201	+21%	+$10.1K	﹤0.01%	1885
2021 Q3	$48.6K	Buy	957 +113	+13%	+$5.77K	﹤0.01%	1785
2021 Q2	$43.5K	Buy	844 +657	+351%	+$33.3K	﹤0.01%	1797
2021 Q1	$9.39K	Buy	+187	New	+$9.71K	﹤0.01%	2409
2019 Q3	–	Sell	-662	Closed	-$20.8K	–	2861
2019 Q2	$20.8K	Hold	662	–	–	﹤0.01%	1647
2019 Q1	$20.1K	Buy	+662	New	+$19.6K	﹤0.01%	1582
2018 Q4	–	Sell	-224	Closed	-$6.9K	–	2463
2018 Q3	$6.9K	Hold	224	–	–	﹤0.01%	1890
2018 Q2	$6.67K	Hold	224	–	–	﹤0.01%	1877
2018 Q1	$6.55K	Sell	224 -410	-65%	-$12K	﹤0.01%	1778
2017 Q4	$18.2K	Buy	+634	New	+$18.4K	﹤0.01%	1362

Other funds holding FCVT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

American Portfolios Advisors's FCVT Position: Q3 2022 in Review

American Portfolios Advisors sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q3 2022, closing a stake of 1,158 shares — an estimated $36.6K sold.

American Portfolios Advisors first reported a position in FCVT in Q4 2017 and held it in 12 quarters. The position peaked at $48.6K in Q3 2021. 68 funds tracked by Wall St. Rank hold FCVT as of Q3 2022.

American Portfolios Advisors reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q3 2022 after selling out during the quarter.
American Portfolios Advisors sold 1,158 First Trust SSI Strategic Convertible Securities ETF shares in Q3 2022, an estimated $36.6K.
American Portfolios Advisors first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q4 2017 and held it in 12 quarters.
American Portfolios Advisors's First Trust SSI Strategic Convertible Securities ETF position peaked at $48.6K in Q3 2021.
68 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.