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Coppell Advisory Solutions Corp’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Coppell Advisory Solutions Corp’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
2024
Q1 		$4.13M Buy
+121,042
New +$4.01M 0.78% 31

Other funds holding FCVT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Coppell Advisory Solutions Corp's FCVT Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q1 2024: 121,042 shares worth $4.13M. The stake represents 0.78% of the portfolio and ranks #31 among its holdings.

42 funds tracked by Wall St. Rank hold FCVT as of Q1 2024.

  • Coppell Advisory Solutions Corp held 121,042 shares of First Trust SSI Strategic Convertible Securities ETF worth $4.13M as of Q1 2024.
  • First Trust SSI Strategic Convertible Securities ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • First Trust SSI Strategic Convertible Securities ETF made up 0.78% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #31 holding.
  • 42 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.