CIA
Concurrent Investment Advisors’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
304,201
+147,941
| +95% | +$5.74M | 0.23% | 97 |
|
|
2025
Q1 | $5.46M | Buy |
156,260
+6,985
| +5% | +$244K | 0.13% | 168 |
|
|
2024
Q4 | $5.49M | Buy |
149,275
+69,713
| +88% | +$2.56M | 0.15% | 143 |
|
|
2024
Q3 | $2.84M | Sell |
79,562
-77,479
| -49% | -$2.77M | 0.08% | 230 |
|
|
2024
Q2 | $5.32M | Buy |
+157,041
| New | +$5.32M | 0.17% | 128 |
|