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

Iams 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
2024
Q4 		– Sell
-5,748
Closed -$205K – 166
2024
Q3 		$205K Buy
+5,748
New +$198K 0.1% 144

Other funds holding FCVT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return

Iams Wealth Management's FCVT Position: Q4 2024 in Review

Iams Wealth Management sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q4 2024, closing a stake of 5,748 shares — an estimated $205K sold.

Iams Wealth Management first reported a position in FCVT in Q3 2024 and held it in 1 quarter. The position peaked at $205K in Q3 2024. 49 funds tracked by Wall St. Rank hold FCVT as of Q4 2024.

  • Iams Wealth Management reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q4 2024 after selling out during the quarter.
  • Iams Wealth Management sold 5,748 First Trust SSI Strategic Convertible Securities ETF shares in Q4 2024, an estimated $205K.
  • Iams Wealth Management first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q3 2024 and held it in 1 quarter.
  • Iams Wealth Management's First Trust SSI Strategic Convertible Securities ETF position peaked at $205K in Q3 2024.
  • 49 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q4 2024.

Based on Iams Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.