Caitlin John’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Caitlin John’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
2026 Q1	$4.77K	Hold	108	–	–	﹤0.01%	623
2025 Q4	$4.65K	Hold	108	–	–	﹤0.01%	646
2025 Q3	$4.62K	Buy	+108	New	+$4.36K	﹤0.01%	602
2025 Q1	–	Sell	-108	Closed	-$3.97K	–	334
2024 Q4	$3.97K	Hold	108	–	–	﹤0.01%	587
2024 Q3	$4.03K	Hold	108	–	–	﹤0.01%	589
2024 Q2	$3.66K	Hold	108	–	–	﹤0.01%	589
2024 Q1	$3.68K	Hold	108	–	–	﹤0.01%	613
2023 Q4	$3.62K	Buy	+108	New	+$3.37K	﹤0.01%	608

Other funds holding FCVT

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return

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

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Caitlin John's FCVT Position: Q1 2026 in Review

Caitlin John held its First Trust SSI Strategic Convertible Securities ETF (FCVT) position steady in Q1 2026 at 108 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Caitlin John first reported a position in FCVT in Q4 2023 and has held it in 8 quarters since. 63 funds tracked by Wall St. Rank hold FCVT as of Q1 2026.

Caitlin John held 108 shares of First Trust SSI Strategic Convertible Securities ETF worth $4.77K as of Q1 2026.
Caitlin John left its First Trust SSI Strategic Convertible Securities ETF share count unchanged in Q1 2026.
First Trust SSI Strategic Convertible Securities ETF made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #623 holding.
Caitlin John first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q4 2023 and has held it in 8 quarters since.
63 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.