Hershey Financial Advisers
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Hershey Financial Advisers’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Hershey Financial Advisers’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 		– Sell
-24,336
Closed -$1.08M – 92
2026
Q1 		$1.08M Buy
24,336
+846
+4% +$38.4K 0.93% 44
2025
Q4 		$1.01M Buy
+23,490
New +$1.02M 0.85% 54

Other funds holding FCVT

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Proactive Wealth Strategies
Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Elequin Capital
Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Hershey Financial Advisers's FCVT Position: Q2 2026 in Review

Hershey Financial Advisers sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q2 2026, closing a stake of 24,336 shares — an estimated $1.08M sold.

Hershey Financial Advisers first reported a position in FCVT in Q4 2025 and held it in 2 quarters. The position peaked at $1.08M in Q1 2026. 60 funds tracked by Wall St. Rank hold FCVT as of Q2 2026.

  • Hershey Financial Advisers reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Hershey Financial Advisers sold 24,336 First Trust SSI Strategic Convertible Securities ETF shares in Q2 2026, an estimated $1.08M.
  • Hershey Financial Advisers first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q4 2025 and held it in 2 quarters.
  • Hershey Financial Advisers's First Trust SSI Strategic Convertible Securities ETF position peaked at $1.08M in Q1 2026.
  • 60 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.