SkyOak Wealth’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $493K | Hold |
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|
2025
Q2 | $448K | Sell |
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|
2025
Q1 | $404K | Hold |
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|
2024
Q4 | $426K | Hold |
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|
2024
Q3 | $413K | Sell |
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|
2024
Q2 | $394K | Sell |
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|
2024
Q1 | $422K | Hold |
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|
2023
Q4 | $412K | Sell |
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|
2023
Q3 | $398K | Sell |
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|
2023
Q2 | $443K | Hold |
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|
2023
Q1 | $433K | Sell |
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|
2022
Q4 | $445K | Hold |
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|
2022
Q3 | $438K | Hold |
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|
2022
Q2 | $444K | Hold |
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|
2022
Q1 | $544K | Hold |
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|
2021
Q4 | $582K | Buy |
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|
2021
Q3 | $713K | Hold |
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|
2021
Q2 | $724K | Hold |
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|
2021
Q1 | $736K | Sell |
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|
2020
Q4 | $697K | Hold |
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|
2020
Q3 | $574K | Hold |
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|
2020
Q2 | $505K | Hold |
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|
2020
Q1 | $407K | Sell |
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|
2019
Q4 | $482K | Buy |
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