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

OneDigital 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	$826K	Buy	15,353 +332	+2%	+$16.9K	0.01%	817
2026 Q1	$664K	Buy	15,021 +1,451	+11%	+$65.9K	0.01%	834
2025 Q4	$584K	Sell	13,570 -979	-7%	-$42.6K	0.01%	884
2025 Q3	$622K	Sell	14,549 -221	-1%	-$8.92K	0.01%	841
2025 Q2	$573K	Sell	14,770 -685	-4%	-$24.7K	0.01%	852
2025 Q1	$540K	Buy	15,455 +7,812	+102%	+$287K	0.01%	832
2024 Q4	$281K	Buy	+7,643	New	+$282K	﹤0.01%	1156
2022 Q1	–	Sell	-7,470	Closed	-$309K	–	781
2021 Q4	$309K	Buy	7,470 +104	+1%	+$5.23K	0.01%	590
2021 Q3	$374K	Sell	7,366 -427	-5%	-$21.8K	0.01%	509
2021 Q2	$402K	Buy	+7,793	New	+$395K	0.02%	473
2018 Q4	–	Sell	-1,000	Closed	-$31K	–	1168
2018 Q3	$31K	Hold	1,000	–	–	0.01%	526
2018 Q2	$30K	Hold	1,000	–	–	0.01%	669
2018 Q1	$29K	Buy	+1,000	New	+$29.3K	0.01%	671

Other funds holding FCVT

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

OneDigital Investment Advisors's FCVT Position: Q2 2026 in Review

OneDigital Investment Advisors increased its First Trust SSI Strategic Convertible Securities ETF (FCVT) stake by 2.2% in Q2 2026, buying an estimated $16.9K and bringing the position to 15,353 shares worth $826K. The position accounts for 0.01% of the portfolio, ranked #817.

OneDigital Investment Advisors first reported a position in FCVT in Q1 2018 and has held it in 13 quarters since. 60 funds tracked by Wall St. Rank hold FCVT as of Q2 2026.

OneDigital Investment Advisors held 15,353 shares of First Trust SSI Strategic Convertible Securities ETF worth $826K as of Q2 2026.
OneDigital Investment Advisors bought 332 First Trust SSI Strategic Convertible Securities ETF shares in Q2 2026, an estimated $16.9K.
First Trust SSI Strategic Convertible Securities ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #817 holding.
OneDigital Investment Advisors first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q1 2018 and has held it in 13 quarters since.
60 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.