FCVT icon

First Trust SSI Strategic Convertible Securities ETF

59 hedge funds and large institutions have $51.2M invested in First Trust SSI Strategic Convertible Securities ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EC
26
Elequin Capital
New York
$371K
HGWM
27
Horst & Graben Wealth Management
Oregon
$354K
CCA
28
Cottonwood Capital Advisors
Utah
$337K
CWM
29
Concentrum Wealth Management
California
$322K
Stifel Financial
30
Stifel Financial
Missouri
$322K
RIA
31
Realta Investment Advisors
Delaware
$311K
TWM
32
TSA Wealth Management
Texas
$303K
EHC
33
Everett Harris & Co
California
$282K
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$237K
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$234K
RIS
36
Richmond Investment Services
Wisconsin
$232K
EFG
37
Ethos Financial Group
Pennsylvania
$211K
GRP
38
Global Retirement Partners
California
$210K
PFS
39
Prospera Financial Services
Texas
$204K
ASN
40
Advisory Services Network
Georgia
$78.3K
FFA
41
Farther Finance Advisors
California
$65.4K
HIA
42
Harbor Investment Advisory
Maryland
$36.4K
AWM
43
AE Wealth Management
Kansas
$27.9K
GWM
44
Geneos Wealth Management
Colorado
$27.8K
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$15K
US Bancorp
46
US Bancorp
Minnesota
$13.8K
William Blair & Company
47
William Blair & Company
Illinois
$12.6K
UBS Group
48
UBS Group
Switzerland
$11.7K
NS
49
NBC Securities
Alabama
$11.4K
AF
50
Advisornet Financial
Minnesota
$6.1K