United Capital Financial Advisors’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History

United Capital Financial 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
2021 Q3	–	Sell	-5,057	Closed	-$261K	–	1213
2021 Q2	$261K	Sell	5,057 -2,528	-33%	-$128K	﹤0.01%	1058
2021 Q1	$381K	Hold	7,585	–	–	﹤0.01%	926
2020 Q4	$371K	Sell	7,585 -348	-4%	-$15.4K	﹤0.01%	932
2020 Q3	$320K	Sell	7,933 -4,870	-38%	-$190K	﹤0.01%	941
2020 Q2	$454K	Sell	12,803 -802	-6%	-$26.2K	﹤0.01%	903
2020 Q1	$389K	Buy	13,605 +54	+0.4%	+$1.75K	﹤0.01%	905
2019 Q4	$448K	Buy	13,551 +5,911	+77%	+$189K	﹤0.01%	1026
2019 Q3	$238K	Buy	+7,640	New	+$241K	﹤0.01%	1138

Other funds holding FCVT

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GIA

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

United Capital Financial Advisors's FCVT Position: Q3 2021 in Review

United Capital Financial Advisors sold out of First Trust SSI Strategic Convertible Securities ETF (FCVT) in Q3 2021, closing a stake of 5,057 shares — an estimated $261K sold.

United Capital Financial Advisors first reported a position in FCVT in Q3 2019 and held it in 8 quarters. The position peaked at $454K in Q2 2020. 76 funds tracked by Wall St. Rank hold FCVT as of Q3 2021.

United Capital Financial Advisors reported no remaining First Trust SSI Strategic Convertible Securities ETF position as of Q3 2021 after selling out during the quarter.
United Capital Financial Advisors sold 5,057 First Trust SSI Strategic Convertible Securities ETF shares in Q3 2021, an estimated $261K.
United Capital Financial Advisors first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q3 2019 and held it in 8 quarters.
United Capital Financial Advisors's First Trust SSI Strategic Convertible Securities ETF position peaked at $454K in Q2 2020.
76 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q3 2021.

Based on United Capital Financial Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.