Atria Wealth Solutions’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-9,835	Closed	-$381K	–	1717
2022 Q1	$381K	Buy	+9,835	New	+$374K	0.01%	1200

Other funds holding FCVT

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

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

Jane Street New York $777B AUM 61.18% 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

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

RJFSA

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

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

GIA

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

RJA

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

Atria Wealth Solutions's FCVT Position: Q2 2022 in Review

Atria Wealth Solutions sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q2 2022, closing a stake of 9,835 shares — an estimated $381K sold.

Atria Wealth Solutions first reported a position in FCVT in Q1 2022 and held it in 1 quarter. The position peaked at $381K in Q1 2022. 67 funds tracked by Wall St. Rank hold FCVT as of Q2 2022.

Atria Wealth Solutions reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q2 2022 after selling out during the quarter.
Atria Wealth Solutions sold 9,835 First Trust SSI Strategic Convertible Securities ETF shares in Q2 2022, an estimated $381K.
Atria Wealth Solutions first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q1 2022 and held it in 1 quarter.
Atria Wealth Solutions's First Trust SSI Strategic Convertible Securities ETF position peaked at $381K in Q1 2022.
67 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.