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First Trust SSI Strategic Convertible Securities ETF
FCVT

Overview Fund Activity

77 hedge funds and large institutions have $139M invested in First Trust SSI Strategic Convertible Securities ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
16
Increased
31
Reduced
16
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Continuum Advisory
Idaho
$7.36M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.52M
3
LPL Financial
3
LPL Financial
California
$19.1M
4
TPCW
4
TD Private Client Wealth
New York
$4.13M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.48M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
AFA
2
American Financial Advisors
Georgia
$4.73M
3
Citadel Advisors
3
Citadel Advisors
Florida
$523K
4
SAM
4
Synergy Asset Management
Washington
$282K
5
Morgan Stanley
5
Morgan Stanley
New York
$7.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
26
Next Financial Group
Texas
$786K -$61.6K -1,474 -7%
CWM
27
Concentrum Wealth Management
California
$749K +$6.46K +156 +0.9%
SWP
28
Stratos Wealth Partners
Ohio
$719K -$79.1K -1,910 -10%
SWM
29
Spire Wealth Management
Virginia
$589K +$4.47K +108 +0.8%
SW
30
SkyOak Wealth
Michigan
$582K +$456 +11 +0.1%
SPC
31
Sigma Planning Corp
Michigan
$532K +$72.2K +1,745 +16%
Citadel Advisors
32
Citadel Advisors
Florida
$523K -$3.68M -88,928 -88%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$516K -$2.24K -54 -0.4%
TSWM
34
Tyler-Stone Wealth Management
Ohio
$515K +$515K +12,436 New
CAN
35
Cetera Advisor Networks
California
$514K -$254K -6,136 -33%
BAM
36
Belpointe Asset Management
Nevada
$502K +$502K +12,106 New
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$501K – – –
WEPOG
38
Wealth Enhancement & Preservation of GA
Georgia
$397K +$102K +2,456 +34%
RCAG
39
Rehmann Capital Advisory Group
Michigan
$384K +$384K +9,220 New
EH
40
Equitable Holdings
New York
$374K +$70.1K +1,690 +23%
CCA
41
Cottonwood Capital Advisors
Utah
$373K +$373K +9,003 New
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$371K +$24.6K +594 +7%
SI
43
Stephens Inc
Arkansas
$363K – – –
WI
44
Wintrust Investments
Illinois
$349K +$349K +8,420 New
US Bancorp
45
US Bancorp
Minnesota
$341K +$2.45K +59 +0.7%
SB
46
Strategic Blueprint
Georgia
$334K +$60.1K +1,450 +22%
PWP
47
Pursue Wealth Partners
California
$331K +$331K +8,000 New
OIA
48
OneDigital Investment Advisors
Kansas
$309K +$4.3K +104 +1%
WIA
49
World Investment Advisors
California
$303K – – –
PAG
50
Private Advisor Group
New Jersey
$298K – – –
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