Park Square Financial Group’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Park Square Financial Group’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	-209	Closed	-$8.11K	–	480
2025 Q2	$8.11K	Hold	209	–	–	0.01%	641
2025 Q1	$7.3K	Hold	209	–	–	0.01%	679
2024 Q4	$7.69K	Buy	+209	New	+$7.72K	0.01%	639

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

Park Square Financial Group's FCVT Position: Q3 2025 in Review

Park Square Financial Group sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q3 2025, closing a stake of 209 shares — an estimated $8.11K sold.

Park Square Financial Group first reported a position in FCVT in Q4 2024 and held it in 3 quarters. The position peaked at $8.11K in Q2 2025. 60 funds tracked by Wall St. Rank hold FCVT as of Q3 2025.

Park Square Financial Group reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q3 2025 after selling out during the quarter.
Park Square Financial Group sold 209 First Trust SSI Strategic Convertible Securities ETF shares in Q3 2025, an estimated $8.11K.
Park Square Financial Group first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q4 2024 and held it in 3 quarters.
Park Square Financial Group's First Trust SSI Strategic Convertible Securities ETF position peaked at $8.11K in Q2 2025.
60 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.