Cottonwood Capital Advisors’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $337K | Buy |
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|
2025
Q2 | $303K | Sell |
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|
2025
Q1 | $279K | Sell |
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|
2024
Q4 | $300K | Sell |
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|
2024
Q3 | $299K | Sell |
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|
2024
Q2 | $402K | Sell |
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|
2024
Q1 | $395K | Sell |
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|
2023
Q4 | $410K | Sell |
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|
2023
Q3 | $410K | Sell |
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|
2023
Q2 | $459K | Sell |
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|
2023
Q1 | $460K | Buy |
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|
2022
Q4 | $454K | Buy |
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|
2022
Q3 | $446K | Buy |
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|
2022
Q2 | $385K | Buy |
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|
2022
Q1 | $300K | Sell |
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|
2021
Q4 | $373K | Buy |
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