Aptus Capital Advisors’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Aptus Capital 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
2025 Q4	–	Sell	-65	Closed	-$2.78K	–	1687
2025 Q3	$2.78K	Sell	65 -164	-72%	-$6.62K	﹤0.01%	1520
2025 Q2	$8.89K	Buy	+229	New	+$8.26K	﹤0.01%	1375

Other funds holding FCVT

CIA

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

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

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

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

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

PAG

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

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

PWS

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aptus Capital Advisors's FCVT Position: Q4 2025 in Review

Aptus Capital Advisors sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q4 2025, closing a stake of 65 shares — an estimated $2.78K sold.

Aptus Capital Advisors first reported a position in FCVT in Q2 2025 and held it in 2 quarters. The position peaked at $8.89K in Q2 2025. 66 funds tracked by Wall St. Rank hold FCVT as of Q4 2025.

Aptus Capital Advisors reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q4 2025 after selling out during the quarter.
Aptus Capital Advisors sold 65 First Trust SSI Strategic Convertible Securities ETF shares in Q4 2025, an estimated $2.78K.
Aptus Capital Advisors first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q2 2025 and held it in 2 quarters.
Aptus Capital Advisors's First Trust SSI Strategic Convertible Securities ETF position peaked at $8.89K in Q2 2025.
66 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q4 2025.

Based on Aptus Capital Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.