Orion Portfolio Solutions’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Orion Portfolio Solutions’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
2020 Q3	–	Sell	-1,000	Closed	-$35K	–	949
2020 Q2	$35K	Buy	+1,000	New	+$32.7K	﹤0.01%	787

Other funds holding FCVT

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Orion Portfolio Solutions's FCVT Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q3 2020, closing a stake of 1,000 shares — an estimated $35K sold.

Orion Portfolio Solutions first reported a position in FCVT in Q2 2020 and held it in 1 quarter. The position peaked at $35K in Q2 2020. 62 funds tracked by Wall St. Rank hold FCVT as of Q3 2020.

Orion Portfolio Solutions reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q3 2020 after selling out during the quarter.
Orion Portfolio Solutions sold 1,000 First Trust SSI Strategic Convertible Securities ETF shares in Q3 2020, an estimated $35K.
Orion Portfolio Solutions first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q2 2020 and held it in 1 quarter.
Orion Portfolio Solutions's First Trust SSI Strategic Convertible Securities ETF position peaked at $35K in Q2 2020.
62 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.