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Beacon Pointe Advisors’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Beacon Pointe 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
2022
Q2 		– Sell
-5,298
Closed -$205K – 1103
2022
Q1 		$205K Buy
+5,298
New +$202K ﹤0.01% 1120

Other funds holding FCVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
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
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
Morgan Stanley
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
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

Beacon Pointe Advisors's FCVT Position: Q2 2022 in Review

Beacon Pointe Advisors sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q2 2022, closing a stake of 5,298 shares — an estimated $205K sold.

Beacon Pointe Advisors first reported a position in FCVT in Q1 2022 and held it in 1 quarter. The position peaked at $205K in Q1 2022. 67 funds tracked by Wall St. Rank hold FCVT as of Q2 2022.

  • Beacon Pointe Advisors reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q2 2022 after selling out during the quarter.
  • Beacon Pointe Advisors sold 5,298 First Trust SSI Strategic Convertible Securities ETF shares in Q2 2022, an estimated $205K.
  • Beacon Pointe Advisors first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q1 2022 and held it in 1 quarter.
  • Beacon Pointe Advisors's First Trust SSI Strategic Convertible Securities ETF position peaked at $205K in Q1 2022.
  • 67 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q2 2022.

Based on Beacon Pointe Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.