Milestones Private Investment Advisors’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Milestones Private Investment 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
2026 Q2	$1.46M	Sell	27,164 -419	-2%	-$21.3K	1.16%	22
2026 Q1	$1.22M	Buy	27,583 +3,255	+13%	+$148K	1.07%	30
2025 Q4	$1.05M	Sell	24,328 -5,906	-20%	-$257K	0.72%	41
2025 Q3	$1.29M	Sell	30,234 -1,873	-6%	-$75.6K	0.88%	36
2025 Q2	$1.25M	Buy	+32,107	New	+$1.16M	0.92%	36

Other funds holding FCVT

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Milestones Private Investment Advisors's FCVT Position: Q2 2026 in Review

Milestones Private Investment Advisors reduced its First Trust SSI Strategic Convertible Securities ETF (FCVT) stake by 1.5% in Q2 2026, selling an estimated $21.3K and leaving 27,164 shares worth $1.46M. The position accounts for 1.16% of the portfolio, ranked #22.

Milestones Private Investment Advisors first reported a position in FCVT in Q2 2025 and has held it in 5 quarters since. 61 funds tracked by Wall St. Rank hold FCVT as of Q2 2026.

Milestones Private Investment Advisors held 27,164 shares of First Trust SSI Strategic Convertible Securities ETF worth $1.46M as of Q2 2026.
Milestones Private Investment Advisors sold 419 First Trust SSI Strategic Convertible Securities ETF shares in Q2 2026, an estimated $21.3K.
First Trust SSI Strategic Convertible Securities ETF made up 1.16% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #22 holding.
Milestones Private Investment Advisors first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q2 2025 and has held it in 5 quarters since.
61 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.