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Plus Group Wealth Advisors’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Plus Group Wealth 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 		$1.44M Buy
26,767
+721
+3% +$36.7K 1.35% 15
2026
Q1 		$1.15M Buy
26,046
+119
+0.5% +$5.4K 1.27% 16
2025
Q4 		$1.12M Buy
+25,927
New +$1.13M 1.24% 16

Other funds holding FCVT

CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EC
Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Plus Group Wealth Advisors's FCVT Position: Q2 2026 in Review

Plus Group Wealth Advisors increased its First Trust SSI Strategic Convertible Securities ETF (FCVT) stake by 2.8% in Q2 2026, buying an estimated $36.7K and bringing the position to 26,767 shares worth $1.44M. The position accounts for 1.35% of the portfolio, ranked #15.

Plus Group Wealth Advisors first reported a position in FCVT in Q4 2025 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold FCVT as of Q2 2026.

  • Plus Group Wealth Advisors held 26,767 shares of First Trust SSI Strategic Convertible Securities ETF worth $1.44M as of Q2 2026.
  • Plus Group Wealth Advisors bought 721 First Trust SSI Strategic Convertible Securities ETF shares in Q2 2026, an estimated $36.7K.
  • First Trust SSI Strategic Convertible Securities ETF made up 1.35% of Plus Group Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Plus Group Wealth Advisors first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q4 2025 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q2 2026.

Based on Plus Group Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.