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First Trust SSI Strategic Convertible Securities ETF

53 hedge funds and large institutions have $60.4M invested in First Trust SSI Strategic Convertible Securities ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CIA
1
Concurrent Investment Advisors
Florida
$11.8M 304,201 +147,941 +95%
LPL Financial
2
LPL Financial
California
$6.57M 169,336 +4,580 +3%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.78M 156,878 +135,075 +620%
AAS
4
Ameritas Advisory Services
Nebraska
$5.55M 143,088 +143,088 New
Jane Street
5
Jane Street
New York
$5.17M 133,299 +115,423 +646%
Raymond James Financial
6
Raymond James Financial
Florida
$3.36M 86,688 -186,338 -68%
Morgan Stanley
7
Morgan Stanley
New York
$3.1M 79,788 -3,996 -5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.28M 58,779 -11,916 -17%
PWS
9
Proactive Wealth Strategies
Georgia
$1.66M 42,750 +135 +0.3%
KAS
10
Kestra Advisory Services
Texas
$1.52M 39,181 +11,571 +42%
Bank of America
11
Bank of America
North Carolina
$1.51M 38,781 -4,682 -11%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$1.36M 34,986 -6,751 -16%
EC
13
Elequin Capital
New York
$1.24M 32,059 -35,940 -53%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.18M 30,506 -13,481 -31%
DADC
15
D.A. Davidson & Co
Montana
$944K 24,314 +24,314 New
T
16
Tidemark
California
$875K 22,546
OIA
17
OneDigital Investment Advisors
Kansas
$573K 14,770 -685 -4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$563K 14,519 -25,569 -64%
SWP
19
Stratos Wealth Partners
Ohio
$521K 13,429 -77 -0.6%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$503K 12,963 +2,487 +24%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$479K 12,336 +12,336 New
SW
22
SkyOak Wealth
Michigan
$448K 11,536 -38 -0.3%
CAS
23
Coppell Advisory Solutions
Texas
$418K 10,846 -101 -0.9%
AFA
24
American Financial Advisors
Georgia
$354K 9,116 -1,198 -12%
HGWM
25
Horst & Graben Wealth Management
Oregon
$321K 8,274 +2,115 +34%