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

Insight 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
Q4 		– Sell
-3,949
Closed -$210K – 320
2021
Q3 		$210K Hold
3,949
– – 0.06% 285
2021
Q2 		$202K Buy
+3,949
New +$200K 0.06% 294

Other funds holding FCVT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Insight Advisors's FCVT Position: Q4 2021 in Review

Insight Advisors sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q4 2021, closing a stake of 3,949 shares — an estimated $210K sold.

Insight Advisors first reported a position in FCVT in Q2 2021 and held it in 2 quarters. The position peaked at $210K in Q3 2021. 77 funds tracked by Wall St. Rank hold FCVT as of Q4 2021.

  • Insight Advisors reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q4 2021 after selling out during the quarter.
  • Insight Advisors sold 3,949 First Trust SSI Strategic Convertible Securities ETF shares in Q4 2021, an estimated $210K.
  • Insight Advisors first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q2 2021 and held it in 2 quarters.
  • Insight Advisors's First Trust SSI Strategic Convertible Securities ETF position peaked at $210K in Q3 2021.
  • 77 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q4 2021.

Based on Insight Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.