Cetera Investment Advisers’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Cetera Investment Advisers’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	$1.45M	Buy	32,850 +931	+3%	+$42.3K	﹤0.01%	2571
2025 Q4	$1.37M	Buy	31,919 +1,416	+5%	+$61.6K	﹤0.01%	2550
2025 Q3	$1.3M	Sell	30,503 -3	-0%	-$121	﹤0.01%	2541
2025 Q2	$1.18M	Sell	30,506 -13,481	-31%	-$486K	﹤0.01%	2232
2025 Q1	$1.54M	Buy	43,987 +2,472	+6%	+$90.9K	﹤0.01%	1950
2024 Q4	$1.53M	Buy	41,515 +11,395	+38%	+$421K	﹤0.01%	1852
2024 Q3	$1.08M	Sell	30,120 -2,203	-7%	-$75.8K	﹤0.01%	2073
2024 Q2	$1.1M	Sell	32,323 -790	-2%	-$26.5K	﹤0.01%	2008
2024 Q1	$1.13M	Buy	+33,113	New	+$1.1M	﹤0.01%	1979

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

Cetera Investment Advisers's FCVT Position: Q1 2026 in Review

Cetera Investment Advisers increased its First Trust SSI Strategic Convertible Securities ETF (FCVT) stake by 2.9% in Q1 2026, buying an estimated $42.3K and bringing the position to 32,850 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #2571.

Cetera Investment Advisers first reported a position in FCVT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.54M in Q1 2025. 63 funds tracked by Wall St. Rank hold FCVT as of Q1 2026.

Cetera Investment Advisers held 32,850 shares of First Trust SSI Strategic Convertible Securities ETF worth $1.45M as of Q1 2026.
Cetera Investment Advisers bought 931 First Trust SSI Strategic Convertible Securities ETF shares in Q1 2026, an estimated $42.3K.
First Trust SSI Strategic Convertible Securities ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2571 holding.
Cetera Investment Advisers first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q1 2024 and has held it in 9 quarters since.
Cetera Investment Advisers's First Trust SSI Strategic Convertible Securities ETF position peaked at $1.54M in Q1 2025.
63 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.