Concentrum Wealth Management’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Sell |
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|
2025
Q1 | $469K | Sell |
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|
2024
Q4 | $518K | Sell |
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|
2024
Q3 | $527K | Buy |
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|
2024
Q2 | $500K | Sell |
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|
2024
Q1 | $508K | Sell |
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|
2023
Q4 | $512K | Sell |
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|
2023
Q3 | $489K | Sell |
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|
2023
Q2 | $516K | Buy |
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|
2023
Q1 | $504K | Sell |
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|
2022
Q4 | $511K | Buy |
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|
2022
Q3 | $502K | Sell |
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|
2022
Q2 | $572K | Buy |
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|
2022
Q1 | $701K | Buy |
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|
2021
Q4 | $749K | Buy |
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|
2021
Q3 | $911K | Sell |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $996K | Buy |
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|
2020
Q4 | $878K | Buy |
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|
2020
Q3 | $602K | Buy |
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|
2020
Q2 | $530K | Buy |
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|
2020
Q1 | $427K | Sell |
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|
2019
Q4 | $546K | Buy |
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|
2019
Q3 | $515K | Buy |
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|
2019
Q2 | $443K | Buy |
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|
2019
Q1 | $429K | Buy |
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|
2018
Q4 | $322K | Buy |
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