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Plante Moran Financial Advisors’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Plante Moran Financial 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
2019
Q3 		– Sell
-367
Closed -$12K – 861
2019
Q2 		$12K Buy
+367
New +$11.3K ﹤0.01% 542

Other funds holding FCVT

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Plante Moran Financial Advisors's FCVT Position: Q3 2019 in Review

Plante Moran Financial Advisors sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q3 2019, closing a stake of 367 shares — an estimated $12K sold.

Plante Moran Financial Advisors first reported a position in FCVT in Q2 2019 and held it in 1 quarter. The position peaked at $12K in Q2 2019. 55 funds tracked by Wall St. Rank hold FCVT as of Q3 2019.

  • Plante Moran Financial Advisors reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q3 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 367 First Trust SSI Strategic Convertible Securities ETF shares in Q3 2019, an estimated $12K.
  • Plante Moran Financial Advisors first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q2 2019 and held it in 1 quarter.
  • Plante Moran Financial Advisors's First Trust SSI Strategic Convertible Securities ETF position peaked at $12K in Q2 2019.
  • 55 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q3 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.