MML Investors Services
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MML Investors Services’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

MML Investors Services’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 		$202K Buy
+3,751
New +$191K ﹤0.01% 3113
2024
Q2 		– Sell
-6,539
Closed -$223K – 2507
2024
Q1 		$223K Sell
6,539
-5,323
-45% -$176K ﹤0.01% 2300
2023
Q4 		$395K Buy
+11,862
New +$370K ﹤0.01% 1890
2023
Q2 		– Sell
-7,188
Closed -$229K – 2308
2023
Q1 		$229K Sell
7,188
-9,831
-58% -$316K ﹤0.01% 1833
2022
Q4 		$539K Buy
17,019
+3,834
+29% +$122K ﹤0.01% 1467
2022
Q3 		$411K Sell
13,185
-1,231
-9% -$40.6K ﹤0.01% 1525
2022
Q2 		$456K Sell
14,416
-9,672
-40% -$334K ﹤0.01% 1457
2022
Q1 		$933K Buy
24,088
+2,870
+14% +$109K 0.01% 1124
2021
Q4 		$879K Buy
21,218
+2,735
+15% +$138K 0.01% 1118
2021
Q3 		$939K Sell
18,483
-1,165
-6% -$59.5K 0.01% 1035
2021
Q2 		$1.01M Sell
19,648
-7,249
-27% -$368K 0.01% 986
2021
Q1 		$1.35M Buy
26,897
+7,125
+36% +$370K 0.01% 804
2020
Q4 		$968K Sell
19,772
-309
-2% -$13.7K 0.01% 852
2020
Q3 		$810K Sell
20,081
-5,281
-21% -$206K 0.01% 849
2020
Q2 		$900K Sell
25,362
-174,908
-87% -$5.71M 0.01% 746
2020
Q1 		$5.72M Buy
200,270
+175,140
+697% +$5.67M 0.1% 212
2019
Q4 		$832K Sell
25,130
-2,670
-10% -$85.6K 0.01% 787
2019
Q3 		$867K Sell
27,800
-16,584
-37% -$523K 0.01% 725
2019
Q2 		$1.39M Buy
44,384
+2,155
+5% +$66.3K 0.02% 604
2019
Q1 		$1.28M Sell
42,229
-115,214
-73% -$3.41M 0.02% 606
2018
Q4 		$4.33M Sell
157,443
-32,759
-17% -$938K 0.08% 263
2018
Q3 		$5.86M Buy
190,202
+2,311
+1% +$70.2K 0.1% 219
2018
Q2 		$5.59M Buy
187,891
+1,059
+0.6% +$31.6K 0.12% 179
2018
Q1 		$5.46M Buy
186,832
+88,487
+90% +$2.59M 0.12% 182
2017
Q4 		$2.82M Buy
98,345
+16,734
+21% +$485K 0.05% 278
2017
Q3 		$2.34M Buy
81,611
+4,476
+6% +$126K 0.05% 300
2017
Q2 		$2.14M Buy
+77,135
New +$2.11M 0.04% 310

Other funds holding FCVT

CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EC
Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MML Investors Services's FCVT Position: Q2 2026 in Review

MML Investors Services opened a new position in First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q2 2026: 3,751 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #3113 among its holdings. This is a return to the name: MML Investors Services previously reported a position in FCVT as recently as Q1 2024.

MML Investors Services first reported a position in FCVT in Q2 2017 and has held it in 27 quarters since. The position peaked at $5.86M in Q3 2018. 61 funds tracked by Wall St. Rank hold FCVT as of Q2 2026.

  • MML Investors Services held 3,751 shares of First Trust SSI Strategic Convertible Securities ETF worth $202K as of Q2 2026.
  • First Trust SSI Strategic Convertible Securities ETF was a new MML Investors Services position in Q2 2026.
  • First Trust SSI Strategic Convertible Securities ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #3113 holding.
  • MML Investors Services first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q2 2017 and has held it in 27 quarters since.
  • MML Investors Services's First Trust SSI Strategic Convertible Securities ETF position peaked at $5.86M in Q3 2018.
  • 61 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.