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

Mercer Global 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
2024
Q1 		– Sell
-8,950
Closed -$298K – 2065
2023
Q4 		$298K Buy
+8,950
New +$279K ﹤0.01% 1608
2020
Q2 		– Sell
-14,302
Closed -$409K – 1059
2020
Q1 		$409K Buy
+14,302
New +$463K 0.01% 719
2019
Q3 		– Sell
-11,598
Closed -$364K – 1145
2019
Q2 		$364K Buy
+11,598
New +$357K 0.01% 801

Other funds holding FCVT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CASC
Coppell Advisory Solutions Corp Coppell, Texas $531M AUM
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
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors's FCVT Position: Q1 2024 in Review

Mercer Global Advisors sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q1 2024, closing a stake of 8,950 shares — an estimated $298K sold.

Mercer Global Advisors first reported a position in FCVT in Q2 2019 and held it in 3 quarters. The position peaked at $409K in Q1 2020. 42 funds tracked by Wall St. Rank hold FCVT as of Q1 2024.

  • Mercer Global Advisors reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q1 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 8,950 First Trust SSI Strategic Convertible Securities ETF shares in Q1 2024, an estimated $298K.
  • Mercer Global Advisors first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q2 2019 and held it in 3 quarters.
  • Mercer Global Advisors's First Trust SSI Strategic Convertible Securities ETF position peaked at $409K in Q1 2020.
  • 42 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q1 2024.

Based on Mercer Global Advisors's 13F filing for Q1 2024, filed 15 May 2024.