N.E.W. Advisory Services’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

N.E.W. Advisory 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	–	Sell	-125	Closed	-$5.51K	–	999
2026 Q1	$5.51K	Sell	125 -177	-59%	-$8.04K	﹤0.01%	723
2025 Q4	$13K	Buy	302 +213	+239%	+$9.26K	﹤0.01%	573
2025 Q3	$3.81K	Sell	89 -49	-36%	-$1.98K	﹤0.01%	685
2025 Q2	$5.36K	Sell	138 -261	-65%	-$9.41K	﹤0.01%	643
2025 Q1	$13.9K	Buy	+399	New	+$14.7K	﹤0.01%	552

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

N.E.W. Advisory Services's FCVT Position: Q2 2026 in Review

N.E.W. Advisory Services sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q2 2026, closing a stake of 125 shares — an estimated $5.51K sold.

N.E.W. Advisory Services first reported a position in FCVT in Q1 2025 and held it in 5 quarters. The position peaked at $13.9K in Q1 2025. 61 funds tracked by Wall St. Rank hold FCVT as of Q2 2026.

N.E.W. Advisory Services reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q2 2026 after selling out during the quarter.
N.E.W. Advisory Services sold 125 First Trust SSI Strategic Convertible Securities ETF shares in Q2 2026, an estimated $5.51K.
N.E.W. Advisory Services first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q1 2025 and held it in 5 quarters.
N.E.W. Advisory Services's First Trust SSI Strategic Convertible Securities ETF position peaked at $13.9K in Q1 2025.
61 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.