Proactive Wealth Strategies’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Proactive Wealth Strategies’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	$4.39M	Sell	81,703 -1,517	-2%	-$77.1K	0.71%	41
2026 Q1	$3.68M	Buy	83,220 +40,173	+93%	+$1.82M	0.69%	43
2025 Q4	$1.85M	Sell	43,047 -86	-0.2%	-$3.74K	0.73%	44
2025 Q3	$1.84M	Buy	43,133 +383	+0.9%	+$15.5K	0.79%	44
2025 Q2	$1.66M	Buy	42,750 +135	+0.3%	+$4.87K	0.78%	46
2025 Q1	$1.49M	Sell	42,615 -179	-0.4%	-$6.58K	0.79%	44
2024 Q4	$1.57M	Sell	42,794 -733	-2%	-$27.1K	0.82%	38
2024 Q3	$1.55M	Buy	+43,527	New	+$1.5M	0.86%	37

Other funds holding FCVT

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MPIA

Milestones Private Investment Advisors Fairport, New York $126M AUM 26.4% 1-Year Est. Return

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return

Proactive Wealth Strategies's FCVT Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its First Trust SSI Strategic Convertible Securities ETF (FCVT) stake by 1.8% in Q2 2026, selling an estimated $77.1K and leaving 81,703 shares worth $4.39M. The position accounts for 0.71% of the portfolio, ranked #41.

Proactive Wealth Strategies first reported a position in FCVT in Q3 2024 and has held it in 8 quarters since. 41 funds tracked by Wall St. Rank hold FCVT as of Q2 2026.

Proactive Wealth Strategies held 81,703 shares of First Trust SSI Strategic Convertible Securities ETF worth $4.39M as of Q2 2026.
Proactive Wealth Strategies sold 1,517 First Trust SSI Strategic Convertible Securities ETF shares in Q2 2026, an estimated $77.1K.
First Trust SSI Strategic Convertible Securities ETF made up 0.71% of Proactive Wealth Strategies's portfolio in Q2 2026, its #41 holding.
Proactive Wealth Strategies first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q3 2024 and has held it in 8 quarters since.
41 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.