FCVT icon

First Trust SSI Strategic Convertible Securities ETF

64 hedge funds and large institutions have $74.6M invested in First Trust SSI Strategic Convertible Securities ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
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
SAM
26
Synergy Asset Management
Washington
$658K
SWP
27
Stratos Wealth Partners
Ohio
$632K
JP Morgan Chase
28
JP Morgan Chase
New York
$600K
KA
29
Kovack Advisors
Florida
$527K
SW
30
SkyOak Wealth
Michigan
$510K
CCA
31
Cottonwood Capital Advisors
Utah
$412K
HGWM
32
Horst & Graben Wealth Management
Oregon
$410K
CWM
33
Concentrum Wealth Management
California
$333K
RIA
34
Realta Investment Advisors
Delaware
$324K
TWM
35
TSA Wealth Management
Texas
$313K
AFA
36
American Financial Advisors
Georgia
$291K
EHC
37
Everett Harris & Co
California
$291K
PFS
38
Prospera Financial Services
Texas
$249K
RIS
39
Richmond Investment Services
Wisconsin
$240K
WWMP
40
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$232K
IAIM
41
International Assets Investment Management
Florida
$103K
ASN
42
Advisory Services Network
Georgia
$80.9K
AF
43
Allworth Financial
California
$75.1K
FFA
44
Farther Finance Advisors
California
$68.6K
MWA
45
Merkkuri Wealth Advisors
New York
$52.5K
HIA
46
Harbor Investment Advisory
Maryland
$37.6K
WWM
47
Western Wealth Management
Colorado
$35.3K
GWM
48
Geneos Wealth Management
Colorado
$28.7K
CT
49
Caldwell Trust
Florida
$28.4K
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$22.8K