Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Cambridge Investment Research 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
2026
Q2 		$1.34M Sell
24,954
-44,859
-64% -$2.28M ﹤0.01% 2026
2026
Q1 		$3.08M Buy
69,813
+42,755
+158% +$1.94M 0.01% 1261
2025
Q4 		$1.16M Buy
27,058
+12,968
+92% +$564K ﹤0.01% 1982
2025
Q3 		$603K Sell
14,090
-429
-3% -$17.3K ﹤0.01% 2497
2025
Q2 		$563K Sell
14,519
-25,569
-64% -$922K ﹤0.01% 2430
2025
Q1 		$1.4M Buy
40,088
+21,943
+121% +$807K ﹤0.01% 1599
2024
Q4 		$668K Sell
18,145
-1,061
-6% -$39.2K ﹤0.01% 2191
2024
Q3 		$686K Buy
19,206
+279
+1% +$9.6K ﹤0.01% 2158
2024
Q2 		$641K Sell
18,927
-1,052
-5% -$35.3K ﹤0.01% 2095
2024
Q1 		$681K Sell
19,979
-1,063
-5% -$35.2K ﹤0.01% 2010
2023
Q4 		$701K Sell
21,042
-1,320
-6% -$41.1K ﹤0.01% 1906
2023
Q3 		$695K Sell
22,362
-4,370
-16% -$141K ﹤0.01% 1823
2023
Q2 		$873K Sell
26,732
-3,129
-10% -$99.2K ﹤0.01% 1701
2023
Q1 		$953K Sell
29,861
-4,468
-13% -$143K ﹤0.01% 1604
2022
Q4 		$1.09M Buy
34,329
+4,260
+14% +$136K 0.01% 1469
2022
Q3 		$937K Sell
30,069
-7,204
-19% -$238K 0.01% 1523
2022
Q2 		$1.18M Sell
37,273
-284
-0.8% -$9.81K 0.01% 1356
2022
Q1 		$1.46M Sell
37,557
-12,009
-24% -$457K 0.01% 1331
2021
Q4 		$2.05M Buy
49,566
+249
+0.5% +$12.5K 0.01% 1131
2021
Q3 		$2.5M Sell
49,317
-9,843
-17% -$503K 0.01% 972
2021
Q2 		$3.05M Buy
59,160
+4,753
+9% +$241K 0.01% 886
2021
Q1 		$2.73M Buy
54,407
+13,673
+34% +$710K 0.01% 849
2020
Q4 		$1.99M Sell
40,734
-2,395
-6% -$106K 0.01% 924
2020
Q3 		$1.74M Buy
43,129
+1,237
+3% +$48.3K 0.01% 876
2020
Q2 		$1.49M Sell
41,892
-29,564
-41% -$965K 0.01% 908
2020
Q1 		$2.04M Sell
71,456
-12,521
-15% -$405K 0.02% 657
2019
Q4 		$2.78M Buy
83,977
+858
+1% +$27.5K 0.02% 649
2019
Q3 		$2.59M Sell
83,119
-7,041
-8% -$222K 0.02% 652
2019
Q2 		$2.83M Sell
90,160
-12,094
-12% -$372K 0.03% 593
2019
Q1 		$3.11M Sell
102,254
-4,416
-4% -$131K 0.03% 548
2018
Q4 		$2.94M Buy
106,670
+2,249
+2% +$64.4K 0.03% 500
2018
Q3 		$3.21M Buy
104,421
+38,517
+58% +$1.17M 0.03% 504
2018
Q2 		$1.96M Buy
65,904
+43,975
+201% +$1.31M 0.02% 657
2018
Q1 		$641K Buy
+21,929
New +$643K 0.01% 1201

Other funds holding FCVT

CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EC
Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors's FCVT Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its First Trust SSI Strategic Convertible Securities ETF (FCVT) stake by 64% in Q2 2026, selling an estimated $2.28M and leaving 24,954 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2026.

Cambridge Investment Research Advisors first reported a position in FCVT in Q1 2018 and has held it in 34 quarters since. The position peaked at $3.21M in Q3 2018. 61 funds tracked by Wall St. Rank hold FCVT as of Q2 2026.

  • Cambridge Investment Research Advisors held 24,954 shares of First Trust SSI Strategic Convertible Securities ETF worth $1.34M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 44,859 First Trust SSI Strategic Convertible Securities ETF shares in Q2 2026, an estimated $2.28M.
  • First Trust SSI Strategic Convertible Securities ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2026 holding.
  • Cambridge Investment Research Advisors first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q1 2018 and has held it in 34 quarters since.
  • Cambridge Investment Research Advisors's First Trust SSI Strategic Convertible Securities ETF position peaked at $3.21M in Q3 2018.
  • 61 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.