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

RiverTree 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	$1.55M	Sell	28,735 -4,477	-13%	-$228K	0.91%	30
2026 Q1	$1.47M	Buy	33,212 +15,774	+90%	+$716K	0.93%	32
2025 Q4	$750K	Buy	17,438 +1,687	+11%	+$73.3K	0.48%	43
2025 Q3	$674K	Buy	+15,751	New	+$636K	0.43%	43
2021 Q3	–	Sell	-31,298	Closed	-$1.61M	–	40
2021 Q2	$1.61M	Buy	31,298 +1,177	+4%	+$59.7K	1.09%	25
2021 Q1	$1.51M	Buy	30,121 +254	+0.9%	+$13.2K	1.06%	26
2020 Q4	$1.46M	Buy	+29,867	New	+$1.33M	1.17%	24

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

RiverTree Advisors's FCVT Position: Q2 2026 in Review

RiverTree Advisors reduced its First Trust SSI Strategic Convertible Securities ETF (FCVT) stake by 13% in Q2 2026, selling an estimated $228K and leaving 28,735 shares worth $1.55M. The position accounts for 0.91% of the portfolio, ranked #30.

RiverTree Advisors first reported a position in FCVT in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.61M in Q2 2021. 61 funds tracked by Wall St. Rank hold FCVT as of Q2 2026.

RiverTree Advisors held 28,735 shares of First Trust SSI Strategic Convertible Securities ETF worth $1.55M as of Q2 2026.
RiverTree Advisors sold 4,477 First Trust SSI Strategic Convertible Securities ETF shares in Q2 2026, an estimated $228K.
First Trust SSI Strategic Convertible Securities ETF made up 0.91% of RiverTree Advisors's portfolio in Q2 2026, its #30 holding.
RiverTree Advisors first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q4 2020 and has held it in 7 quarters since.
RiverTree Advisors's First Trust SSI Strategic Convertible Securities ETF position peaked at $1.61M in Q2 2021.
61 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q2 2026.

Based on RiverTree Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.