Cornerstone Planning Group’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Cornerstone Planning Group’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
2022 Q4	$1.37M	Buy	+42,686	New	+$1.36M	0.57%	32

Other funds holding FCVT

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Cornerstone Planning Group's FCVT Position: Q4 2022 in Review

Cornerstone Planning Group opened a new position in First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q4 2022: 42,686 shares worth $1.37M. The stake represents 0.57% of the portfolio and ranks #32 among its holdings.

61 funds tracked by Wall St. Rank hold FCVT as of Q4 2022.

Cornerstone Planning Group held 42,686 shares of First Trust SSI Strategic Convertible Securities ETF worth $1.37M as of Q4 2022.
First Trust SSI Strategic Convertible Securities ETF was a new Cornerstone Planning Group position in Q4 2022.
First Trust SSI Strategic Convertible Securities ETF made up 0.57% of Cornerstone Planning Group's portfolio in Q4 2022, its #32 holding.
61 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q4 2022.

Based on Cornerstone Planning Group's 13F filing for Q4 2022, filed 14 Feb 2023.