Twin Peaks Wealth Advisors’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

Twin Peaks Wealth 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 Q2	–	Sell	-91	Closed	-$4.02K	–	896
2026 Q1	$4.02K	Buy	+91	New	+$4.13K	﹤0.01%	1470
2025 Q3	–	Sell	-91	Closed	-$3.63K	–	818
2025 Q2	$3.63K	Buy	+91	New	+$3.28K	﹤0.01%	1446

Other funds holding FCVT

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Twin Peaks Wealth Advisors's FCVT Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q2 2026, closing a stake of 91 shares — an estimated $4.02K sold.

Twin Peaks Wealth Advisors first reported a position in FCVT in Q2 2025 and held it in 2 quarters. The position peaked at $4.02K in Q1 2026. 61 funds tracked by Wall St. Rank hold FCVT as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 91 First Trust SSI Strategic Convertible Securities ETF shares in Q2 2026, an estimated $4.02K.
Twin Peaks Wealth Advisors first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's First Trust SSI Strategic Convertible Securities ETF position peaked at $4.02K in Q1 2026.
61 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.