EHC
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Everett Harris & Co’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Everett Harris & Co’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
Q1 		$291K Hold
6,585
– – ﹤0.01% 283
2025
Q4 		$283K Hold
6,585
– – ﹤0.01% 292
2025
Q3 		$282K Hold
6,585
– – ﹤0.01% 281
2025
Q2 		$256K Hold
6,585
– – ﹤0.01% 288
2025
Q1 		$230K Buy
+6,585
New +$242K ﹤0.01% 296
2021
Q4 		– Sell
-4,500
Closed -$229K – 270
2021
Q3 		$229K Hold
4,500
– – ﹤0.01% 246
2021
Q2 		$232K Hold
4,500
– – ﹤0.01% 244
2021
Q1 		$226K Hold
4,500
– – ﹤0.01% 238
2020
Q4 		$220K Buy
+4,500
New +$200K ﹤0.01% 235

Other funds holding FCVT

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.16B AUM 23.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.44B AUM 41.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return