Marshall Investment Management’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Marshall Investment 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 Q1	$8.96K	Buy	+203	New	+$9.21K	﹤0.01%	198
2025 Q2	–	Sell	-1,858	Closed	-$64.9K	–	80
2025 Q1	$64.9K	Buy	1,858 +20	+1%	+$735	0.04%	101
2024 Q4	$65.7K	Buy	+1,838	New	+$67.9K	0.04%	96

Other funds holding FCVT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marshall Investment Management's FCVT Position: Q1 2026 in Review

Marshall Investment Management opened a new position in First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q1 2026: 203 shares worth $8.96K. The stake represents ﹤0.01% of the portfolio and ranks #198 among its holdings. This is a return to the name: Marshall Investment Management previously reported a position in FCVT as recently as Q1 2025.

Marshall Investment Management first reported a position in FCVT in Q4 2024 and has held it in 3 quarters since. The position peaked at $65.7K in Q4 2024. 63 funds tracked by Wall St. Rank hold FCVT as of Q1 2026.

Marshall Investment Management held 203 shares of First Trust SSI Strategic Convertible Securities ETF worth $8.96K as of Q1 2026.
First Trust SSI Strategic Convertible Securities ETF was a new Marshall Investment Management position in Q1 2026.
First Trust SSI Strategic Convertible Securities ETF made up ﹤0.01% of Marshall Investment Management's portfolio in Q1 2026, its #198 holding.
Marshall Investment Management first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q4 2024 and has held it in 3 quarters since.
Marshall Investment Management's First Trust SSI Strategic Convertible Securities ETF position peaked at $65.7K in Q4 2024.
63 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.