MGO One Seven’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

MGO One Seven’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
2019 Q1	–	Sell	-422	Closed	-$11K	–	797
2018 Q4	$11K	Buy	+422	New	+$12.1K	﹤0.01%	1111
2018 Q1	$46K	Buy	1,560 +50	+3%	+$1.47K	0.02%	624
2017 Q4	$43K	Buy	+1,510	New	+$43.8K	0.02%	654

Other funds holding FCVT

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MGO One Seven's FCVT Position: Q1 2019 in Review

MGO One Seven sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q1 2019, closing a stake of 422 shares — an estimated $11K sold.

MGO One Seven first reported a position in FCVT in Q4 2017 and held it in 3 quarters. The position peaked at $46K in Q1 2018. 52 funds tracked by Wall St. Rank hold FCVT as of Q1 2019.

MGO One Seven reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q1 2019 after selling out during the quarter.
MGO One Seven sold 422 First Trust SSI Strategic Convertible Securities ETF shares in Q1 2019, an estimated $11K.
MGO One Seven first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q4 2017 and held it in 3 quarters.
MGO One Seven's First Trust SSI Strategic Convertible Securities ETF position peaked at $46K in Q1 2018.
52 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q1 2019.

Based on MGO One Seven's 13F filing for Q1 2019, filed 9 Apr 2019.