Anfield Capital Management’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Anfield Capital 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
2021 Q3	–	Sell	-1,815	Closed	-$94K	–	178
2021 Q2	$94K	Buy	+1,815	New	+$92.1K	0.04%	95

Other funds holding FCVT

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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Anfield Capital Management's FCVT Position: Q3 2021 in Review

Anfield Capital Management sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q3 2021, closing a stake of 1,815 shares — an estimated $94K sold.

Anfield Capital Management first reported a position in FCVT in Q2 2021 and held it in 1 quarter. The position peaked at $94K in Q2 2021. 76 funds tracked by Wall St. Rank hold FCVT as of Q3 2021.

Anfield Capital Management reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q3 2021 after selling out during the quarter.
Anfield Capital Management sold 1,815 First Trust SSI Strategic Convertible Securities ETF shares in Q3 2021, an estimated $94K.
Anfield Capital Management first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q2 2021 and held it in 1 quarter.
Anfield Capital Management's First Trust SSI Strategic Convertible Securities ETF position peaked at $94K in Q2 2021.
76 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q3 2021.

Based on Anfield Capital Management's 13F filing for Q3 2021, filed 4 Nov 2021.