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

Kovack 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
2026
Q1 		$527K Sell
11,774
-365
-3% -$16.6K 0.03% 571
2025
Q4 		$522K Buy
+12,139
New +$528K 0.02% 579

Other funds holding FCVT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kovack Advisors's FCVT Position: Q1 2026 in Review

Kovack Advisors reduced its First Trust SSI Strategic Convertible Securities ETF (FCVT) stake by 3% in Q1 2026, selling an estimated $16.6K and leaving 11,774 shares worth $527K. The position accounts for 0.03% of the portfolio, ranked #571.

Kovack Advisors first reported a position in FCVT in Q4 2025 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold FCVT as of Q1 2026.

  • Kovack Advisors held 11,774 shares of First Trust SSI Strategic Convertible Securities ETF worth $527K as of Q1 2026.
  • Kovack Advisors sold 365 First Trust SSI Strategic Convertible Securities ETF shares in Q1 2026, an estimated $16.6K.
  • First Trust SSI Strategic Convertible Securities ETF made up 0.03% of Kovack Advisors's portfolio in Q1 2026, its #571 holding.
  • Kovack Advisors first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q4 2025 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.