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

Pursue 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
2025 Q2	–	Sell	-8,000	Closed	-$279K	–	118
2025 Q1	$279K	Hold	8,000	–	–	0.17%	89
2024 Q4	$294K	Hold	8,000	–	–	0.17%	86
2024 Q3	$286K	Hold	8,000	–	–	0.16%	88
2024 Q2	$271K	Hold	8,000	–	–	0.15%	85
2024 Q1	$273K	Hold	8,000	–	–	0.16%	82
2023 Q4	$267K	Hold	8,000	–	–	0.17%	76
2023 Q3	$249K	Hold	8,000	–	–	0.18%	79
2023 Q2	$261K	Hold	8,000	–	–	0.16%	84
2023 Q1	$255K	Hold	8,000	–	–	0.17%	92
2022 Q4	$254K	Hold	8,000	–	–	0.2%	88
2022 Q3	$249K	Hold	8,000	–	–	0.18%	91
2022 Q2	$253K	Hold	8,000	–	–	0.16%	96
2022 Q1	$304K	Hold	8,000	–	–	0.13%	109
2021 Q4	$331K	Buy	+8,000	New	+$402K	0.13%	106

Other funds holding FCVT

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pursue Wealth Partners's FCVT Position: Q2 2025 in Review

Pursue Wealth Partners sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q2 2025, closing a stake of 8,000 shares — an estimated $279K sold.

Pursue Wealth Partners first reported a position in FCVT in Q4 2021 and held it in 14 quarters. The position peaked at $331K in Q4 2021. 55 funds tracked by Wall St. Rank hold FCVT as of Q2 2025.

Pursue Wealth Partners reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q2 2025 after selling out during the quarter.
Pursue Wealth Partners sold 8,000 First Trust SSI Strategic Convertible Securities ETF shares in Q2 2025, an estimated $279K.
Pursue Wealth Partners first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q4 2021 and held it in 14 quarters.
Pursue Wealth Partners's First Trust SSI Strategic Convertible Securities ETF position peaked at $331K in Q4 2021.
55 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q2 2025.

Based on Pursue Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.