United Capital Financial Advisors’s First Trust SSI Strategic Convertible Securities ETF FCVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,057
| Closed | -$261K | – | 1208 |
|
|
2021
Q2 | $261K | Sell |
5,057
-2,528
| -33% | -$130K | ﹤0.01% | 1051 |
|
|
2021
Q1 | $381K | Hold |
7,585
| – | – | ﹤0.01% | 924 |
|
|
2020
Q4 | $371K | Sell |
7,585
-348
| -4% | -$17K | ﹤0.01% | 927 |
|
|
2020
Q3 | $320K | Sell |
7,933
-4,870
| -38% | -$196K | ﹤0.01% | 937 |
|
|
2020
Q2 | $454K | Sell |
12,803
-802
| -6% | -$28.4K | ﹤0.01% | 897 |
|
|
2020
Q1 | $389K | Buy |
13,605
+54
| +0.4% | +$1.54K | ﹤0.01% | 900 |
|
|
2019
Q4 | $448K | Buy |
13,551
+5,911
| +77% | +$195K | ﹤0.01% | 1017 |
|
|
2019
Q3 | $238K | Buy |
+7,640
| New | +$238K | ﹤0.01% | 1125 |
|