Good Life Advisors’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Good Life Advisors’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
2021 Q4	–	Sell	-4,160	Closed	-$211K	–	399
2021 Q3	$211K	Hold	4,160	–	–	0.03%	339
2021 Q2	$215K	Sell	4,160 -200	-5%	-$10.1K	0.04%	284
2021 Q1	$217K	Hold	4,360	–	–	0.04%	277
2020 Q4	$213K	Buy	+4,360	New	+$194K	0.05%	240
2020 Q3	–	Sell	-5,679	Closed	-$202K	–	257
2020 Q2	$202K	Buy	+5,679	New	+$185K	0.06%	229
2020 Q1	–	Sell	-6,405	Closed	-$212K	–	234
2019 Q4	$212K	Buy	6,405 +1	+0%	+$32	0.06%	240
2019 Q3	$200K	Sell	6,404 -251	-4%	-$7.92K	0.06%	244
2019 Q2	$209K	Buy	6,655 +6	+0.1%	+$185	0.06%	231
2019 Q1	$201K	Sell	6,649 -839	-11%	-$24.9K	0.06%	228
2018 Q4	$206K	Buy	7,488 +12	+0.2%	+$344	0.07%	212
2018 Q3	$229K	Sell	7,476 -5	-0.1%	-$152	0.07%	216
2018 Q2	$223K	Hold	7,481	–	–	0.07%	204
2018 Q1	$214K	Buy	+7,481	New	+$219K	0.07%	195

Other funds holding FCVT

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

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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

RJA

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

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

Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

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

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

GIA

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

Good Life Advisors's FCVT Position: Q4 2021 in Review

Good Life Advisors sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q4 2021, closing a stake of 4,160 shares — an estimated $211K sold.

Good Life Advisors first reported a position in FCVT in Q1 2018 and held it in 13 quarters. The position peaked at $229K in Q3 2018. 77 funds tracked by Wall St. Rank hold FCVT as of Q4 2021.

Good Life Advisors reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q4 2021 after selling out during the quarter.
Good Life Advisors sold 4,160 First Trust SSI Strategic Convertible Securities ETF shares in Q4 2021, an estimated $211K.
Good Life Advisors first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q1 2018 and held it in 13 quarters.
Good Life Advisors's First Trust SSI Strategic Convertible Securities ETF position peaked at $229K in Q3 2018.
77 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q4 2021.

Based on Good Life Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.