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

Institute for 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
2026
Q2 		$4.57K Buy
+85
New +$4.32K ﹤0.01% 1468

Other funds holding FCVT

CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MPIA
Milestones Private Investment Advisors Fairport, New York $126M AUM 26.4% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Institute for Wealth Management's FCVT Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q2 2026: 85 shares worth $4.57K. The stake represents ﹤0.01% of the portfolio and ranks #1468 among its holdings.

41 funds tracked by Wall St. Rank hold FCVT as of Q2 2026.

  • Institute for Wealth Management held 85 shares of First Trust SSI Strategic Convertible Securities ETF worth $4.57K as of Q2 2026.
  • First Trust SSI Strategic Convertible Securities ETF was a new Institute for Wealth Management position in Q2 2026.
  • First Trust SSI Strategic Convertible Securities ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1468 holding.
  • 41 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.