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Ethos Financial Group’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Ethos Financial 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
2026
Q2 		$241K Buy
+5,123
New +$260K 0.02% 522
2025
Q4 		– Sell
-4,942
Closed -$211K – 545
2025
Q3 		$211K Buy
+4,942
New +$200K 0.02% 435

Other funds holding FCVT

CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EC
Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ethos Financial Group's FCVT Position: Q2 2026 in Review

Ethos Financial Group opened a new position in First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q2 2026: 5,123 shares worth $241K. The stake represents 0.02% of the portfolio and ranks #522 among its holdings. This is a return to the name: Ethos Financial Group previously reported a position in FCVT as recently as Q3 2025.

Ethos Financial Group first reported a position in FCVT in Q3 2025 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold FCVT as of Q2 2026.

  • Ethos Financial Group held 5,123 shares of First Trust SSI Strategic Convertible Securities ETF worth $241K as of Q2 2026.
  • First Trust SSI Strategic Convertible Securities ETF was a new Ethos Financial Group position in Q2 2026.
  • First Trust SSI Strategic Convertible Securities ETF made up 0.02% of Ethos Financial Group's portfolio in Q2 2026, its #522 holding.
  • Ethos Financial Group first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q3 2025 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.