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

HighTower 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
Q2 		– Sell
-4,192
Closed -$212K – 3231
2021
Q1 		$212K Sell
4,192
-410
-9% -$21.3K ﹤0.01% 2564
2020
Q4 		$226K Buy
+4,602
New +$204K ﹤0.01% 2123

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HighTower Advisors's FCVT Position: Q2 2021 in Review

HighTower Advisors sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q2 2021, closing a stake of 4,192 shares — an estimated $212K sold.

HighTower Advisors first reported a position in FCVT in Q4 2020 and held it in 2 quarters. The position peaked at $226K in Q4 2020. 76 funds tracked by Wall St. Rank hold FCVT as of Q2 2021.

  • HighTower Advisors reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q2 2021 after selling out during the quarter.
  • HighTower Advisors sold 4,192 First Trust SSI Strategic Convertible Securities ETF shares in Q2 2021, an estimated $212K.
  • HighTower Advisors first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q4 2020 and held it in 2 quarters.
  • HighTower Advisors's First Trust SSI Strategic Convertible Securities ETF position peaked at $226K in Q4 2020.
  • 76 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q2 2021.

Based on HighTower Advisors's 13F filing for Q2 2021, filed 6 Aug 2021.