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 Q2	$15.3M	Buy	283,615 +111,050	+64%	+$5.65M	0.13%	172
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 $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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Concurrent Investment Advisors's FCVT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its First Trust SSI Strategic Convertible Securities ETF (FCVT) stake by 64% in Q2 2026, buying an estimated $5.65M and bringing the position to 283,615 shares worth $15.3M. The position accounts for 0.13% of the portfolio, ranked #172.

Concurrent Investment Advisors first reported a position in FCVT in Q2 2024 and has held it in 9 quarters since. 61 funds tracked by Wall St. Rank hold FCVT as of Q2 2026.

Concurrent Investment Advisors held 283,615 shares of First Trust SSI Strategic Convertible Securities ETF worth $15.3M as of Q2 2026.
Concurrent Investment Advisors bought 111,050 First Trust SSI Strategic Convertible Securities ETF shares in Q2 2026, an estimated $5.65M.
First Trust SSI Strategic Convertible Securities ETF made up 0.13% of Concurrent Investment Advisors's portfolio in Q2 2026, its #172 holding.
Concurrent Investment Advisors first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q2 2024 and has held it in 9 quarters since.
61 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q2 2026.

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