Global Retirement Partners’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Global Retirement Partners’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	$359K	Buy	+6,674	New	+$339K	0.01%	1207
2025 Q4	$262K	Buy	6,086 +1,179	+24%	+$51.3K	﹤0.01%	1318
2025 Q3	$210K	Buy	4,907 +20	+0.4%	+$808	﹤0.01%	1151
2025 Q2	$190K	Buy	+4,887	New	+$176K	﹤0.01%	1121
2024 Q4	$12.2K	Buy	+332	New	+$12.3K	﹤0.01%	2318

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

Global Retirement Partners's FCVT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q2 2026: 6,674 shares worth $359K. The stake represents 0.01% of the portfolio and ranks #1207 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FCVT as recently as Q4 2025.

Global Retirement Partners first reported a position in FCVT in Q4 2024 and has held it in 5 quarters since. 60 funds tracked by Wall St. Rank hold FCVT as of Q2 2026.

Global Retirement Partners held 6,674 shares of First Trust SSI Strategic Convertible Securities ETF worth $359K as of Q2 2026.
First Trust SSI Strategic Convertible Securities ETF was a new Global Retirement Partners position in Q2 2026.
First Trust SSI Strategic Convertible Securities ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1207 holding.
Global Retirement Partners first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q4 2024 and has held it in 5 quarters since.
60 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.