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First Trust SSI Strategic Convertible Securities ETF
FCVT

Overview Fund Activity

47 hedge funds and large institutions have $85.7M invested in First Trust SSI Strategic Convertible Securities ETF in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
47
Holders Change
+7
Holders Change %
+17.5%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
21
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TFA
1
Transamerica Financial Advisors
Florida
$6.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.32M
3
FIM
3
Freedom Investment Management
Connecticut
$2.08M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$14.5M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.96M

Top Sellers

1
IWM
1
IHT Wealth Management
Illinois
$0
2
BCM
2
Bluefin Capital Management
New York
$863K
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$0
4
RFM
4
Royal Fund Management
Florida
$203K
5
PFGIA
5
Patriot Financial Group Insurance Agency
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
26
First Allied Advisory Services
California
$345K -$101K -3,363 -23%
BFEC
27
Benjamin F. Edwards & Company
Missouri
$298K +$22.3K +750 +8%
SI
28
Stephens Inc
Arkansas
$253K – – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$253K +$7.42K +249 +3%
BTS
30
BB&T Securities
Virginia
$251K +$35.5K +1,194 +16%
WA
31
Winfield Associates
Ohio
$250K +$250K +8,400 New
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$235K +$53.3K +1,793 +29%
BA
33
BKS Advisors
Michigan
$228K +$228K +7,647 New
GLA
34
Good Life Advisors
Pennsylvania
$223K – – –
Wells Fargo
35
Wells Fargo
California
$212K -$68.3K -2,293 -24%
RFM
36
Royal Fund Management
Florida
$203K -$234K -7,873 -54%
GWM
37
Geneos Wealth Management
Colorado
$123K +$77.1K +2,600 +168%
FGAM
38
Financial Gravity Asset Management
Texas
$117K +$117K +3,888 New
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$58K -$35.8K -1,209 -38%
OIA
40
OneDigital Investment Advisors
Kansas
$30K – – –
CWA
41
Clarus Wealth Advisors
Arizona
$29K +$29K +1,000 New
QCIG
42
Quad-Cities Investment Group
Iowa
$23K +$23K +751 New
SPIA
43
Steward Partners Investment Advisory
New York
$12K +$12K +400 New
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$9K – – –
APA
45
American Portfolios Advisors
New York
$6.67K – – –
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K – – –
IWM
47
IHT Wealth Management
Illinois
– -$1.37M -47,634 Closed
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
– -$282K -9,631 Closed
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
– -$112K -3,875 Closed
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