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 Q3	$1.41M	Buy	28,842 +107	+0.4%	+$5.35K	0.84%	36
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	-$1.62M	–	40
2021 Q2	$1.62M	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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $112M AUM 10.25% 1-Year Est. Return

MPIA

Milestones Private Investment Advisors Fairport, New York $123M AUM 18.31% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

RiverTree Advisors's FCVT Position: Q3 2026 in Review

RiverTree Advisors increased its First Trust SSI Strategic Convertible Securities ETF (FCVT) stake by 0.37% in Q3 2026, buying an estimated $5.35K and bringing the position to 28,842 shares worth $1.41M. The position accounts for 0.84% of the portfolio, ranked #36.

RiverTree Advisors first reported a position in FCVT in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.62M in Q2 2021. 10 funds tracked by Wall St. Rank hold FCVT as of Q3 2026.

RiverTree Advisors held 28,842 shares of First Trust SSI Strategic Convertible Securities ETF worth $1.41M as of Q3 2026.
RiverTree Advisors bought 107 First Trust SSI Strategic Convertible Securities ETF shares in Q3 2026, an estimated $5.35K.
First Trust SSI Strategic Convertible Securities ETF made up 0.84% of RiverTree Advisors's portfolio in Q3 2026, its #36 holding.
RiverTree Advisors first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q4 2020 and has held it in 8 quarters since.
RiverTree Advisors's First Trust SSI Strategic Convertible Securities ETF position peaked at $1.62M in Q2 2021.
10 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q3 2026.

Based on RiverTree Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.