Destiny Wealth Partners’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Destiny Wealth Partners’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
2023 Q1	–	Sell	-1,455	Closed	-$46.1K	–	331
2022 Q4	$46.1K	Hold	1,455	–	–	0.01%	302
2022 Q3	$45K	Hold	1,455	–	–	0.01%	284
2022 Q2	$46K	Hold	1,455	–	–	0.01%	285
2022 Q1	$56K	Sell	1,455 -757	-34%	-$28.8K	0.01%	306
2021 Q4	$92K	Hold	2,212	–	–	0.02%	235
2021 Q3	$112K	Buy	+2,212	New	+$113K	0.02%	206
2021 Q2	–	Sell	-2,212	Closed	-$111K	–	292
2021 Q1	$111K	Buy	2,212 +626	+39%	+$32.5K	0.02%	202
2020 Q4	$78K	Buy	+1,586	New	+$70.4K	0.02%	248

Other funds holding FCVT

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

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

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

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

RJA

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return

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

Destiny Wealth Partners's FCVT Position: Q1 2023 in Review

Destiny Wealth Partners sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q1 2023, closing a stake of 1,455 shares — an estimated $46.1K sold.

Destiny Wealth Partners first reported a position in FCVT in Q4 2020 and held it in 8 quarters. The position peaked at $112K in Q3 2021. 46 funds tracked by Wall St. Rank hold FCVT as of Q1 2023.

Destiny Wealth Partners reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 1,455 First Trust SSI Strategic Convertible Securities ETF shares in Q1 2023, an estimated $46.1K.
Destiny Wealth Partners first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q4 2020 and held it in 8 quarters.
Destiny Wealth Partners's First Trust SSI Strategic Convertible Securities ETF position peaked at $112K in Q3 2021.
46 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.