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Hilton Head Capital Partners’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Hilton Head Capital 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 		– Sell
-427
Closed -$18.9K – 946
2026
Q1 		$18.9K Hold
427
– – 0.01% 491
2025
Q4 		$18.4K Buy
+427
New +$18.6K 0.01% 483

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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
PWS
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
EC
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

Hilton Head Capital Partners's FCVT Position: Q2 2026 in Review

Hilton Head Capital Partners sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q2 2026, closing a stake of 427 shares — an estimated $18.9K sold.

Hilton Head Capital Partners first reported a position in FCVT in Q4 2025 and held it in 2 quarters. The position peaked at $18.9K in Q1 2026. 61 funds tracked by Wall St. Rank hold FCVT as of Q2 2026.

  • Hilton Head Capital Partners reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Hilton Head Capital Partners sold 427 First Trust SSI Strategic Convertible Securities ETF shares in Q2 2026, an estimated $18.9K.
  • Hilton Head Capital Partners first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q4 2025 and held it in 2 quarters.
  • Hilton Head Capital Partners's First Trust SSI Strategic Convertible Securities ETF position peaked at $18.9K in Q1 2026.
  • 61 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.