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Benjamin Edwards Inc’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Benjamin Edwards Inc’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
Q1 		– Sell
-5,733
Closed -$211K – 1106
2024
Q4 		$211K Sell
5,733
-854
-13% -$31.6K ﹤0.01% 1067
2024
Q3 		$235K Buy
+6,587
New +$227K ﹤0.01% 1018

Other funds holding FCVT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Benjamin Edwards Inc's FCVT Position: Q1 2025 in Review

Benjamin Edwards Inc sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q1 2025, closing a stake of 5,733 shares — an estimated $211K sold.

Benjamin Edwards Inc first reported a position in FCVT in Q3 2024 and held it in 2 quarters. The position peaked at $235K in Q3 2024. 51 funds tracked by Wall St. Rank hold FCVT as of Q1 2025.

  • Benjamin Edwards Inc reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q1 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 5,733 First Trust SSI Strategic Convertible Securities ETF shares in Q1 2025, an estimated $211K.
  • Benjamin Edwards Inc first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q3 2024 and held it in 2 quarters.
  • Benjamin Edwards Inc's First Trust SSI Strategic Convertible Securities ETF position peaked at $235K in Q3 2024.
  • 51 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q1 2025.

Based on Benjamin Edwards Inc's 13F filing for Q1 2025, filed 12 May 2025.