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First Trust SSI Strategic Convertible Securities ETF

63 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 5 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 20

8% more capital invested

Capital invested by funds: $69.4M → $74.6M (+$5.24M)

2.93% less ownership

Funds ownership: 73.25%70.32% (-2.9%)

5% less funds holding

Funds holding: 6663 (-3)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
22
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Synergy Asset Management
Washington
$658K +$199K +4,381 +42%
SWP
27
Stratos Wealth Partners
Ohio
$632K -$182 -4 -0%
JP Morgan Chase
28
JP Morgan Chase
New York
$600K -$81.1K -1,787 -11%
KA
29
Kovack Advisors
Florida
$527K -$16.6K -365 -3%
SW
30
SkyOak Wealth
Michigan
$510K
CCA
31
Cottonwood Capital Advisors
Utah
$412K -$14.8K -327 -3%
HGWM
32
Horst & Graben Wealth Management
Oregon
$410K -$5.31K -117 -1%
CWM
33
Concentrum Wealth Management
California
$333K +$136 +3 +0%
RIA
34
Realta Investment Advisors
Delaware
$324K +$7.72K +170 +2%
TWM
35
TSA Wealth Management
Texas
$313K -$681 -15 -0.2%
AFA
36
American Financial Advisors
Georgia
$291K -$10.3K -226 -3%
EHC
37
Everett Harris & Co
California
$291K
PFS
38
Prospera Financial Services
Texas
$249K +$29.2K +644 +13%
RIS
39
Richmond Investment Services
Wisconsin
$240K +$91 +2 +0%
WWMP
40
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$232K -$31.4K -691 -12%
IAIM
41
International Assets Investment Management
Florida
$103K -$13.6K -300 -12%
ASN
42
Advisory Services Network
Georgia
$80.9K +$83.2K +1,832 New
AF
43
Allworth Financial
California
$75.1K
FFA
44
Farther Finance Advisors
California
$68.6K
MWA
45
Merkkuri Wealth Advisors
New York
$52.5K +$53.9K +1,188 New
HIA
46
Harbor Investment Advisory
Maryland
$37.6K
GWM
47
Geneos Wealth Management
Colorado
$28.7K
CT
48
Caldwell Trust
Florida
$28.4K
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$22.8K -$7.81K -172 -25%
HHCP
50
Hilton Head Capital Partners
South Carolina
$18.9K