Farther Finance Advisors’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Farther Finance 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	$82.2K	Hold	1,529	–	–	﹤0.01%	2866
2026 Q1	$68.6K	Hold	1,529	–	–	﹤0.01%	2772
2025 Q4	$65.8K	Hold	1,529	–	–	﹤0.01%	2632
2025 Q3	$65.4K	Hold	1,529	–	–	﹤0.01%	2295
2025 Q2	$59.3K	Buy	1,529 +1,500	+5,172%	+$54.1K	﹤0.01%	2050
2025 Q1	$1.02K	Buy	+29	New	+$1.07K	﹤0.01%	3608

Other funds holding FCVT

CIA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Farther Finance Advisors's FCVT Position: Q2 2026 in Review

Farther Finance Advisors held its First Trust SSI Strategic Convertible Securities ETF (FCVT) position steady in Q2 2026 at 1,529 shares worth $82.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2866.

Farther Finance Advisors first reported a position in FCVT in Q1 2025 and has held it in 6 quarters since. 61 funds tracked by Wall St. Rank hold FCVT as of Q2 2026.

Farther Finance Advisors held 1,529 shares of First Trust SSI Strategic Convertible Securities ETF worth $82.2K as of Q2 2026.
Farther Finance 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 Farther Finance Advisors's portfolio in Q2 2026, its #2866 holding.
Farther Finance Advisors first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q1 2025 and has held it in 6 quarters since.
61 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.