FIG Financial Advisory Services’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

FIG Financial Advisory Services’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	–	Sell	-49,867	Closed	-$2.2M	–	84
2026 Q1	$2.2M	Buy	+49,867	New	+$2.26M	1.38%	10

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FIG Financial Advisory Services's FCVT Position: Q2 2026 in Review

FIG Financial Advisory Services sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q2 2026, closing a stake of 49,867 shares — an estimated $2.2M sold.

FIG Financial Advisory Services first reported a position in FCVT in Q1 2026 and held it in 1 quarter. The position peaked at $2.2M in Q1 2026. 59 funds tracked by Wall St. Rank hold FCVT as of Q2 2026.

FIG Financial Advisory Services reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q2 2026 after selling out during the quarter.
FIG Financial Advisory Services sold 49,867 First Trust SSI Strategic Convertible Securities ETF shares in Q2 2026, an estimated $2.2M.
FIG Financial Advisory Services first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q1 2026 and held it in 1 quarter.
FIG Financial Advisory Services's First Trust SSI Strategic Convertible Securities ETF position peaked at $2.2M in Q1 2026.
59 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q2 2026.

Based on FIG Financial Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.