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Principle Wealth Partners’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Principle Wealth Partners’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
2021
Q4 		– Sell
-4,856
Closed -$247K – 324
2021
Q3 		$247K Buy
+4,856
New +$248K 0.03% 278

Other funds holding FCVT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Principle Wealth Partners's FCVT Position: Q4 2021 in Review

Principle Wealth Partners sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q4 2021, closing a stake of 4,856 shares — an estimated $247K sold.

Principle Wealth Partners first reported a position in FCVT in Q3 2021 and held it in 1 quarter. The position peaked at $247K in Q3 2021. 77 funds tracked by Wall St. Rank hold FCVT as of Q4 2021.

  • Principle Wealth Partners reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q4 2021 after selling out during the quarter.
  • Principle Wealth Partners sold 4,856 First Trust SSI Strategic Convertible Securities ETF shares in Q4 2021, an estimated $247K.
  • Principle Wealth Partners first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q3 2021 and held it in 1 quarter.
  • Principle Wealth Partners's First Trust SSI Strategic Convertible Securities ETF position peaked at $247K in Q3 2021.
  • 77 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q4 2021.

Based on Principle Wealth Partners's 13F filing for Q4 2021, filed 11 Feb 2022.