Sowell Financial Services’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Sowell Financial Services’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
2020 Q4	–	Sell	-406	Closed	-$16K	–	2735
2020 Q3	$16K	Sell	406 -77	-16%	-$3.01K	﹤0.01%	1649
2020 Q2	$17K	Sell	483 -3,456	-88%	-$113K	﹤0.01%	1512
2020 Q1	$113K	Sell	3,939 -882	-18%	-$28.5K	0.01%	806
2019 Q4	$160K	Buy	4,821 +16	+0.3%	+$513	0.01%	785
2019 Q3	$150K	Buy	+4,805	New	+$152K	0.01%	719

Other funds holding FCVT

American Financial Advisors Marietta, Georgia $750M AUM 12.49% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return