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Ameritas Advisory Services’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Ameritas Advisory Services’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
2025
Q3 		– Sell
-143,088
Closed -$5.55M – 2383
2025
Q2 		$5.55M Buy
+143,088
New +$5.16M 0.29% 70

Other funds holding FCVT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Ameritas Advisory Services's FCVT Position: Q3 2025 in Review

Ameritas Advisory Services sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q3 2025, closing a stake of 143,088 shares — an estimated $5.55M sold.

Ameritas Advisory Services first reported a position in FCVT in Q2 2025 and held it in 1 quarter. The position peaked at $5.55M in Q2 2025. 60 funds tracked by Wall St. Rank hold FCVT as of Q3 2025.

  • Ameritas Advisory Services reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 143,088 First Trust SSI Strategic Convertible Securities ETF shares in Q3 2025, an estimated $5.55M.
  • Ameritas Advisory Services first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q2 2025 and held it in 1 quarter.
  • Ameritas Advisory Services's First Trust SSI Strategic Convertible Securities ETF position peaked at $5.55M in Q2 2025.
  • 60 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.