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LWM Advisory Services’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

LWM Advisory Services’s Portfolio FCVT Stock Details FCVT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-505
Closed -$15.7K – 104
2023
Q3 		$15.7K Buy
+505
New +$15.7K 0.02% 120
2022
Q1 		– Sell
-26,277
Closed -$1.09M – 117
2021
Q4 		$1.09M Buy
+26,277
New +$1.09M 1.35% 14