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Sunbelt Securities’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Sunbelt Securities’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
Q1 		– Sell
-8,838
Closed -$292K – 467
2019
Q4 		$292K Buy
8,838
+21
+0.2% +$673 0.03% 449
2019
Q3 		$275K Buy
+8,817
New +$278K 0.03% 432

Other funds holding FCVT

AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sunbelt Securities's FCVT Position: Q1 2020 in Review

Sunbelt Securities sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q1 2020, closing a stake of 8,838 shares — an estimated $292K sold.

Sunbelt Securities first reported a position in FCVT in Q3 2019 and held it in 2 quarters. The position peaked at $292K in Q4 2019. 46 funds tracked by Wall St. Rank hold FCVT as of Q1 2020.

  • Sunbelt Securities reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q1 2020 after selling out during the quarter.
  • Sunbelt Securities sold 8,838 First Trust SSI Strategic Convertible Securities ETF shares in Q1 2020, an estimated $292K.
  • Sunbelt Securities first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q3 2019 and held it in 2 quarters.
  • Sunbelt Securities's First Trust SSI Strategic Convertible Securities ETF position peaked at $292K in Q4 2019.
  • 46 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q1 2020.

Based on Sunbelt Securities's 13F filing for Q1 2020, filed 15 May 2020.