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

Concurrent Investment 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 Q1	$7.62M	Sell	172,565 -174,629	-50%	-$7.93M	0.08%	262
2025 Q4	$14.9M	Buy	347,194 +183,410	+112%	+$7.97M	0.17%	130
2025 Q3	$7M	Sell	163,784 -140,417	-46%	-$5.67M	0.12%	184
2025 Q2	$11.8M	Buy	304,201 +147,941	+95%	+$5.34M	0.23%	97
2025 Q1	$5.46M	Buy	156,260 +6,985	+5%	+$257K	0.13%	169
2024 Q4	$5.49M	Buy	149,275 +69,713	+88%	+$2.58M	0.15%	144
2024 Q3	$2.84M	Sell	79,562 -77,479	-49%	-$2.67M	0.08%	232
2024 Q2	$5.32M	Buy	+157,041	New	+$5.27M	0.17%	128

Other funds holding FCVT

LPL Financial San Diego, California $377B AUM 19.32% 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

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Concurrent Investment Advisors's FCVT Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its First Trust SSI Strategic Convertible Securities ETF (FCVT) stake by 50% in Q1 2026, selling an estimated $7.93M and leaving 172,565 shares worth $7.62M. The position accounts for 0.08% of the portfolio, ranked #262.

Concurrent Investment Advisors first reported a position in FCVT in Q2 2024 and has held it in 8 quarters since. The position peaked at $14.9M in Q4 2025. 63 funds tracked by Wall St. Rank hold FCVT as of Q1 2026.

Concurrent Investment Advisors held 172,565 shares of First Trust SSI Strategic Convertible Securities ETF worth $7.62M as of Q1 2026.
Concurrent Investment Advisors sold 174,629 First Trust SSI Strategic Convertible Securities ETF shares in Q1 2026, an estimated $7.93M.
First Trust SSI Strategic Convertible Securities ETF made up 0.08% of Concurrent Investment Advisors's portfolio in Q1 2026, its #262 holding.
Concurrent Investment Advisors first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q2 2024 and has held it in 8 quarters since.
Concurrent Investment Advisors's First Trust SSI Strategic Convertible Securities ETF position peaked at $14.9M in Q4 2025.
63 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.