RIA
FCVT icon

Realta Investment Advisors’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Realta Investment 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 		$529K Buy
9,844
+2,501
+34% +$127K 0.16% 130
2026
Q1 		$324K Buy
7,343
+170
+2% +$7.72K 0.11% 154
2025
Q4 		$309K Sell
7,173
-90
-1% -$3.91K 0.1% 160
2025
Q3 		$311K Buy
+7,263
New +$293K 0.1% 150
2025
Q2 		– Sell
-1
Closed -$38 – 309
2025
Q1 		$38 Sell
1
-7,275
-100% -$267K ﹤0.01% 319
2024
Q4 		$270K Buy
+7,276
New +$269K 0.11% 156

Other funds holding FCVT

RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 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
CCA
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 29.33% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return

Realta Investment Advisors's FCVT Position: Q2 2026 in Review

Realta Investment Advisors increased its First Trust SSI Strategic Convertible Securities ETF (FCVT) stake by 34% in Q2 2026, buying an estimated $127K and bringing the position to 9,844 shares worth $529K. The position accounts for 0.16% of the portfolio, ranked #130.

Realta Investment Advisors first reported a position in FCVT in Q4 2024 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold FCVT as of Q2 2026.

  • Realta Investment Advisors held 9,844 shares of First Trust SSI Strategic Convertible Securities ETF worth $529K as of Q2 2026.
  • Realta Investment Advisors bought 2,501 First Trust SSI Strategic Convertible Securities ETF shares in Q2 2026, an estimated $127K.
  • First Trust SSI Strategic Convertible Securities ETF made up 0.16% of Realta Investment Advisors's portfolio in Q2 2026, its #130 holding.
  • Realta Investment Advisors first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q4 2024 and has held it in 6 quarters since.
  • 18 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.