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

Mariner’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
2023
Q1 		– Sell
-12,990
Closed -$412K – 2820
2022
Q4 		$412K Buy
+12,990
New +$415K ﹤0.01% 1782

Other funds holding FCVT

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner's FCVT Position: Q1 2023 in Review

Mariner sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q1 2023, closing a stake of 12,990 shares — an estimated $412K sold.

Mariner first reported a position in FCVT in Q4 2022 and held it in 1 quarter. The position peaked at $412K in Q4 2022. 46 funds tracked by Wall St. Rank hold FCVT as of Q1 2023.

  • Mariner reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q1 2023 after selling out during the quarter.
  • Mariner sold 12,990 First Trust SSI Strategic Convertible Securities ETF shares in Q1 2023, an estimated $412K.
  • Mariner first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q4 2022 and held it in 1 quarter.
  • Mariner's First Trust SSI Strategic Convertible Securities ETF position peaked at $412K in Q4 2022.
  • 46 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q1 2023.

Based on Mariner's 13F filing for Q1 2023, filed 15 May 2023.