Financial Engines Advisors
CCD

Financial Engines Advisors’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Financial Engines Advisors’s Portfolio CCD Stock Details CCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,671
Closed -$215K – 545
2025
Q2 		$215K Buy
+10,671
New +$221K ﹤0.01% 494

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LCM
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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Financial Engines Advisors's CCD Position: Q3 2025 in Review

Financial Engines Advisors sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q3 2025, closing a stake of 10,671 shares — an estimated $215K sold.

Financial Engines Advisors first reported a position in CCD in Q2 2025 and held it in 1 quarter. The position peaked at $215K in Q2 2025. 72 funds tracked by Wall St. Rank hold CCD as of Q3 2025.

  • Financial Engines Advisors reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q3 2025 after selling out during the quarter.
  • Financial Engines Advisors sold 10,671 Calamos Dynamic Convertible & Income Fund shares in Q3 2025, an estimated $215K.
  • Financial Engines Advisors first reported a position in Calamos Dynamic Convertible & Income Fund in Q2 2025 and held it in 1 quarter.
  • Financial Engines Advisors's Calamos Dynamic Convertible & Income Fund position peaked at $215K in Q2 2025.
  • 72 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q3 2025.

Based on Financial Engines Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.