Geneos Wealth Management’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $27.8K | Hold |
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|
2025
Q2 | $25.2K | Sell |
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|
2025
Q1 | $38.4K | Buy |
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|
2024
Q4 | $19.1K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $116K | Buy |
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|
2021
Q3 | $108K | Sell |
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|
2021
Q2 | $117K | Hold |
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|
2021
Q1 | $116K | Sell |
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|
2020
Q4 | $115K | Sell |
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|
2020
Q3 | $99K | Hold |
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|
2020
Q2 | $87K | Buy |
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|
2020
Q1 | $49K | Sell |
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|
2019
Q4 | $470K | Sell |
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|
2019
Q3 | $600K | Sell |
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|
2019
Q2 | $606K | Buy |
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|
2019
Q1 | $323K | Buy |
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|
2018
Q4 | $161K | Hold |
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|
2018
Q3 | $181K | Buy |
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|
2018
Q2 | $123K | Buy |
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|
2018
Q1 | $45K | Buy |
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|
2017
Q4 | $4K | Hold |
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|
2017
Q3 | $4K | Hold |
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|
2017
Q2 | $4K | Buy |
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