RL
FCVT icon

Retireful LLC’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Retireful LLC’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
2024
Q1 		– Sell
-89,218
Closed -$2.97M – 109
2023
Q4 		$2.97M Buy
+89,218
New +$2.78M 1.29% 21

Other funds holding FCVT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CASC
Coppell Advisory Solutions Corp Coppell, Texas $531M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FHB
First Hawaiian Bank Honolulu, Hawaii $790M AUM 20.06% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Retireful LLC's FCVT Position: Q1 2024 in Review

Retireful LLC sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q1 2024, closing a stake of 89,218 shares — an estimated $2.97M sold.

Retireful LLC first reported a position in FCVT in Q4 2023 and held it in 1 quarter. The position peaked at $2.97M in Q4 2023. 42 funds tracked by Wall St. Rank hold FCVT as of Q1 2024.

  • Retireful LLC reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q1 2024 after selling out during the quarter.
  • Retireful LLC sold 89,218 First Trust SSI Strategic Convertible Securities ETF shares in Q1 2024, an estimated $2.97M.
  • Retireful LLC first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q4 2023 and held it in 1 quarter.
  • Retireful LLC's First Trust SSI Strategic Convertible Securities ETF position peaked at $2.97M in Q4 2023.
  • 42 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q1 2024.

Based on Retireful LLC's 13F filing for Q1 2024, filed 23 Apr 2024.