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SeaCrest Wealth Management’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

SeaCrest Wealth Management’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
2022
Q3 		– Sell
-600
Closed -$19K – 904
2022
Q2 		$19K Buy
+600
New +$20.7K ﹤0.01% 1496

Other funds holding FCVT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SeaCrest Wealth Management's FCVT Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q3 2022, closing a stake of 600 shares — an estimated $19K sold.

SeaCrest Wealth Management first reported a position in FCVT in Q2 2022 and held it in 1 quarter. The position peaked at $19K in Q2 2022. 68 funds tracked by Wall St. Rank hold FCVT as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 600 First Trust SSI Strategic Convertible Securities ETF shares in Q3 2022, an estimated $19K.
  • SeaCrest Wealth Management first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's First Trust SSI Strategic Convertible Securities ETF position peaked at $19K in Q2 2022.
  • 68 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.