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 Q2	$1.78M	Buy	33,018 +168	+0.5%	+$8.54K	﹤0.01%	2486
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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cetera Investment Advisers's FCVT Position: Q2 2026 in Review

Cetera Investment Advisers increased its First Trust SSI Strategic Convertible Securities ETF (FCVT) stake by 0.51% in Q2 2026, buying an estimated $8.54K and bringing the position to 33,018 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #2486.

Cetera Investment Advisers first reported a position in FCVT in Q1 2024 and has held it in 10 quarters since. 60 funds tracked by Wall St. Rank hold FCVT as of Q2 2026.

Cetera Investment Advisers held 33,018 shares of First Trust SSI Strategic Convertible Securities ETF worth $1.78M as of Q2 2026.
Cetera Investment Advisers bought 168 First Trust SSI Strategic Convertible Securities ETF shares in Q2 2026, an estimated $8.54K.
First Trust SSI Strategic Convertible Securities ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2486 holding.
Cetera Investment Advisers first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q1 2024 and has held it in 10 quarters since.
60 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.