Northwestern Mutual Wealth Management’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Northwestern Mutual Wealth Management’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
2025 Q3	–	Sell	-20	Closed	-$776	–	3882
2025 Q2	$776	Hold	20	–	–	﹤0.01%	3414
2025 Q1	$698	Buy	+20	New	+$735	﹤0.01%	3337
2022 Q4	–	Sell	-94	Closed	-$3K	–	3363
2022 Q3	$3K	Buy	+94	New	+$3.1K	﹤0.01%	2795
2020 Q4	–	Sell	-351	Closed	-$14K	–	2751
2020 Q3	$14K	Buy	+351	New	+$13.7K	﹤0.01%	1898

Other funds holding FCVT

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

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Northwestern Mutual Wealth Management's FCVT Position: Q3 2025 in Review

Northwestern Mutual Wealth Management sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q3 2025, closing a stake of 20 shares — an estimated $776 sold.

Northwestern Mutual Wealth Management first reported a position in FCVT in Q3 2020 and held it in 4 quarters. The position peaked at $14K in Q3 2020. 60 funds tracked by Wall St. Rank hold FCVT as of Q3 2025.

Northwestern Mutual Wealth Management reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q3 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 20 First Trust SSI Strategic Convertible Securities ETF shares in Q3 2025, an estimated $776.
Northwestern Mutual Wealth Management first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q3 2020 and held it in 4 quarters.
Northwestern Mutual Wealth Management's First Trust SSI Strategic Convertible Securities ETF position peaked at $14K in Q3 2020.
60 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q3 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.