Golden State Wealth Management’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Golden State Wealth Management’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
2019 Q2	–	Sell	-1,366	Closed	-$42K	–	1090
2019 Q1	$42K	Buy	+1,366	New	+$40.5K	0.01%	488

Other funds holding FCVT

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Golden State Wealth Management's FCVT Position: Q2 2019 in Review

Golden State Wealth Management sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q2 2019, closing a stake of 1,366 shares — an estimated $42K sold.

Golden State Wealth Management first reported a position in FCVT in Q1 2019 and held it in 1 quarter. The position peaked at $42K in Q1 2019. 54 funds tracked by Wall St. Rank hold FCVT as of Q2 2019.

Golden State Wealth Management reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q2 2019 after selling out during the quarter.
Golden State Wealth Management sold 1,366 First Trust SSI Strategic Convertible Securities ETF shares in Q2 2019, an estimated $42K.
Golden State Wealth Management first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q1 2019 and held it in 1 quarter.
Golden State Wealth Management's First Trust SSI Strategic Convertible Securities ETF position peaked at $42K in Q1 2019.
54 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q2 2019.

Based on Golden State Wealth Management's 13F filing for Q2 2019, filed 9 Aug 2019.