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

WFG 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
2017 Q2	$14K	Hold	500	–	–	﹤0.01%	1040
2017 Q1	$13K	Hold	500	–	–	﹤0.01%	1004
2016 Q4	$13K	Hold	500	–	–	﹤0.01%	1042
2016 Q3	$13K	Hold	500	–	–	﹤0.01%	1047
2016 Q2	$12K	Hold	500	–	–	﹤0.01%	1037
2016 Q1	$12K	Hold	500	–	–	﹤0.01%	1005
2015 Q4	$12K	Buy	+500	New	+$12.5K	﹤0.01%	1028

Other funds holding FCVT

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

RJFSA

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

IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return

RJA

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

WFG Advisors's FCVT Position: Q2 2017 in Review

WFG Advisors held its First Trust SSI Strategic Convertible Securities ETF (FCVT) position steady in Q2 2017 at 500 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

WFG Advisors first reported a position in FCVT in Q4 2015 and has held it in 7 quarters since. 20 funds tracked by Wall St. Rank hold FCVT as of Q2 2017.

WFG Advisors held 500 shares of First Trust SSI Strategic Convertible Securities ETF worth $14K as of Q2 2017.
WFG Advisors left its First Trust SSI Strategic Convertible Securities ETF share count unchanged in Q2 2017.
First Trust SSI Strategic Convertible Securities ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1040 holding.
WFG Advisors first reported a position in First Trust SSI Strategic Convertible Securities ETF in Q4 2015 and has held it in 7 quarters since.
20 funds tracked by Wall St. Rank held First Trust SSI Strategic Convertible Securities ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.