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Lindbrook Capital’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Lindbrook Capital’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
2022
Q1 		– Sell
-700
Closed -$29K – 2519
2021
Q4 		$29K Buy
+700
New +$35.2K ﹤0.01% 891

Other funds holding FCVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Lindbrook Capital's FCVT Position: Q1 2022 in Review

Lindbrook Capital sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q1 2022, closing a stake of 700 shares — an estimated $29K sold.

Lindbrook Capital first reported a position in FCVT in Q4 2021 and held it in 1 quarter. The position peaked at $29K in Q4 2021. 68 funds tracked by Wall St. Rank hold FCVT as of Q1 2022.

  • Lindbrook Capital reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q1 2022 after selling out during the quarter.
  • Lindbrook Capital sold 700 First Trust SSI Strategic Convertible Securities ETF shares in Q1 2022, an estimated $29K.
  • Lindbrook Capital first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q4 2021 and held it in 1 quarter.
  • Lindbrook Capital's First Trust SSI Strategic Convertible Securities ETF position peaked at $29K in Q4 2021.
  • 68 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q1 2022.

Based on Lindbrook Capital's 13F filing for Q1 2022, filed 21 Apr 2022.