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 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

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

CIA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RiverTree Advisors's FCVT Position: Q1 2026 in Review

RiverTree Advisors increased its First Trust SSI Strategic Convertible Securities ETF (FCVT) stake by 90% in Q1 2026, buying an estimated $716K and bringing the position to 33,212 shares worth $1.47M. The position accounts for 0.93% of the portfolio, ranked #32.

RiverTree Advisors first reported a position in FCVT in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.61M in Q2 2021. 63 funds tracked by Wall St. Rank hold FCVT as of Q1 2026.

RiverTree Advisors held 33,212 shares of First Trust SSI Strategic Convertible Securities ETF worth $1.47M as of Q1 2026.
RiverTree Advisors bought 15,774 First Trust SSI Strategic Convertible Securities ETF shares in Q1 2026, an estimated $716K.
First Trust SSI Strategic Convertible Securities ETF made up 0.93% of RiverTree Advisors's portfolio in Q1 2026, its #32 holding.
RiverTree Advisors first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q4 2020 and has held it in 6 quarters since.
RiverTree Advisors's First Trust SSI Strategic Convertible Securities ETF position peaked at $1.61M in Q2 2021.
63 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q1 2026.

Based on RiverTree Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.