Arkadios Wealth Advisors’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Arkadios Wealth 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
2021 Q4	–	Sell	-4,044	Closed	-$205K	–	968
2021 Q3	$205K	Buy	4,044 +5	+0.1%	+$255	0.03%	500
2021 Q2	$208K	Sell	4,039 -123	-3%	-$6.24K	0.03%	520
2021 Q1	$208K	Buy	4,162 +3	+0.1%	+$156	0.03%	407
2020 Q4	$203K	Buy	4,159 +12	+0.3%	+$533	0.04%	323
2020 Q3	$175K	Buy	4,147 +2	+0%	+$78	0.09%	198
2020 Q2	$152K	Hold	4,145	–	–	0.08%	190
2020 Q1	$118K	Hold	4,145	–	–	0.08%	213
2019 Q4	$146K	Buy	+4,145	New	+$133K	0.09%	186

Other funds holding FCVT

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

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

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

GIA

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

Arkadios Wealth Advisors's FCVT Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q4 2021, closing a stake of 4,044 shares — an estimated $205K sold.

Arkadios Wealth Advisors first reported a position in FCVT in Q4 2019 and held it in 8 quarters. The position peaked at $208K in Q2 2021. 77 funds tracked by Wall St. Rank hold FCVT as of Q4 2021.

Arkadios Wealth Advisors reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 4,044 First Trust SSI Strategic Convertible Securities ETF shares in Q4 2021, an estimated $205K.
Arkadios Wealth Advisors first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q4 2019 and held it in 8 quarters.
Arkadios Wealth Advisors's First Trust SSI Strategic Convertible Securities ETF position peaked at $208K in Q2 2021.
77 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.