EverSource Wealth Advisors’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

EverSource Wealth Advisors’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	$968	Hold	18	–	–	﹤0.01%	3973
2026 Q1	$795	Hold	18	–	–	﹤0.01%	3933
2025 Q4	$775	Hold	18	–	–	﹤0.01%	3774
2025 Q3	$770	Hold	18	–	–	﹤0.01%	3833
2025 Q2	$699	Sell	18 -1	-5%	-$36	﹤0.01%	3816
2025 Q1	$663	Buy	+19	New	+$699	﹤0.01%	3367

Other funds holding FCVT

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MPIA

Milestones Private Investment Advisors Fairport, New York $126M AUM 26.4% 1-Year Est. Return

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SkyOak Wealth Southfield, Michigan $612M AUM 23.73% 1-Year Est. Return

EverSource Wealth Advisors's FCVT Position: Q2 2026 in Review

EverSource Wealth Advisors held its First Trust SSI Strategic Convertible Securities ETF (FCVT) position steady in Q2 2026 at 18 shares worth $968. The position accounts for ﹤0.01% of the portfolio, ranked #3973.

EverSource Wealth Advisors first reported a position in FCVT in Q1 2025 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold FCVT as of Q2 2026.

EverSource Wealth Advisors held 18 shares of First Trust SSI Strategic Convertible Securities ETF worth $968 as of Q2 2026.
EverSource Wealth Advisors left its First Trust SSI Strategic Convertible Securities ETF share count unchanged in Q2 2026.
First Trust SSI Strategic Convertible Securities ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3973 holding.
EverSource Wealth Advisors first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q1 2025 and has held it in 6 quarters since.
30 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.