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First Trust SSI Strategic Convertible Securities ETF
FCVT

Overview Fund Activity

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
–

Top Buyers

1
CIA
1
Concurrent Investment Advisors
Florida
$11.8M
2
AAS
2
Ameritas Advisory Services
Nebraska
$5.55M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.78M
4
Jane Street
4
Jane Street
New York
$5.17M
5
DADC
5
D.A. Davidson & Co
Montana
$944K

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$3.36M
2
EC
2
Elequin Capital
New York
$1.24M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$563K
4
ASN
4
Advisory Services Network
Georgia
$0
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.18M
Name Market Value Shares Shares
Change 		Shares
Change %
CCA
26
Cottonwood Capital Advisors
Utah
$303K 7,811 -167 -2%
CWM
27
Concentrum Wealth Management
California
$292K 7,535 -5,905 -44%
Stifel Financial
28
Stifel Financial
Missouri
$291K 7,505 +10 +0.1%
TWM
29
TSA Wealth Management
Texas
$275K 7,098 +183 +3%
EHC
30
Everett Harris & Co
California
$256K 6,585 – –
RIS
31
Richmond Investment Services
Wisconsin
$218K 5,624 +5,624 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$212K 5,463 +5,463 New
GRP
33
Global Retirement Partners
California
$190K 4,887 +4,887 New
AF
34
Allworth Financial
California
$66K 1,700 – –
FFA
35
Farther Finance Advisors
California
$59.3K 1,529 +1,500 +5,172%
HIA
36
Harbor Investment Advisory
Maryland
$33K 850 – –
AWM
37
AE Wealth Management
Kansas
$25.3K 652 – –
GWM
38
Geneos Wealth Management
Colorado
$25.2K 650 -450 -41%
US Bancorp
39
US Bancorp
Minnesota
$12.5K 323 – –
William Blair & Company
40
William Blair & Company
Illinois
$11.4K 295 – –
NS
41
NBC Securities
Alabama
$10K 265 +2 +0.8%
ACA
42
Aptus Capital Advisors
Alabama
$8.89K 229 +229 New
PSFG
43
Park Square Financial Group
Georgia
$8.11K 209 – –
AF
44
Advisornet Financial
Minnesota
$5.51K 142 +142 New
NEWAS
45
N.E.W. Advisory Services
Wisconsin
$5.36K 138 -261 -65%
AssetMark Inc
46
AssetMark Inc
California
$4.35K 112 – –
TPWA
47
Twin Peaks Wealth Advisors
California
$3.63K 91 +91 New
OSAM
48
O'Shaughnessy Asset Management
Connecticut
$1.13K 29 – –
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$776 20 – –
EWA
50
EverSource Wealth Advisors
Alabama
$699 18 -1 -5%
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