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

IHT 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
2018
Q2 		– Sell
-47,634
Closed -$1.37M – 737
2018
Q1 		$1.37M Buy
+47,634
New +$1.4M 0.37% 56

Other funds holding FCVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

IHT Wealth Management's FCVT Position: Q2 2018 in Review

IHT Wealth Management sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q2 2018, closing a stake of 47,634 shares — an estimated $1.37M sold.

IHT Wealth Management first reported a position in FCVT in Q1 2018 and held it in 1 quarter. The position peaked at $1.37M in Q1 2018. 47 funds tracked by Wall St. Rank hold FCVT as of Q2 2018.

  • IHT Wealth Management reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 47,634 First Trust SSI Strategic Convertible Securities ETF shares in Q2 2018, an estimated $1.37M.
  • IHT Wealth Management first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q1 2018 and held it in 1 quarter.
  • IHT Wealth Management's First Trust SSI Strategic Convertible Securities ETF position peaked at $1.37M in Q1 2018.
  • 47 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.