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First Trust SSI Strategic Convertible Securities ETF
FCVT

Overview Fund Activity

68 hedge funds and large institutions have $150M invested in First Trust SSI Strategic Convertible Securities ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-9
Holders Change %
-11.69%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
26
Reduced
19
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
Win Advisors
Florida
$17.9M
2
Bank of America
2
Bank of America
North Carolina
$21.3M
3
SAM
3
Synergy Asset Management
Washington
$7.51M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.81M
5
CA
5
Continuum Advisory
Idaho
$8.23M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$113K
2
RJA
2
Raymond James & Associates
Florida
$4.48M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.91M
4
TPCW
4
TD Private Client Wealth
New York
$748K
5
GIA
5
Gladstone Institutional Advisory
Florida
$3.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$645K -$28K -723 -4%
PFS
27
Prospera Financial Services
Texas
$611K -$488K -12,596 -44%
TSWM
28
Tyler-Stone Wealth Management
Ohio
$549K +$67.5K +1,744 +14%
SW
29
SkyOak Wealth
Michigan
$544K – – –
BAM
30
Belpointe Asset Management
Nevada
$530K +$61.5K +1,590 +13%
Verition Fund Management
31
Verition Fund Management
Connecticut
$492K +$298K +7,695 +153%
WEPOG
32
Wealth Enhancement & Preservation of GA
Georgia
$478K +$107K +2,750 +29%
US Bancorp
33
US Bancorp
Minnesota
$432K +$113K +2,915 +36%
CAN
34
Cetera Advisor Networks
California
$394K -$87.1K -2,247 -18%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$384K +$36.7K +947 +11%
AWS
36
Atria Wealth Solutions
New York
$381K +$381K +9,835 New
EH
37
Equitable Holdings
New York
$375K +$25.4K +655 +7%
FIA
38
Foundations Investment Advisors
Arizona
$371K +$121K +3,193 +48%
SB
39
Strategic Blueprint
Georgia
$351K +$38.8K +1,001 +12%
SI
40
Stephens Inc
Arkansas
$340K – – –
WI
41
Wintrust Investments
Illinois
$326K – – –
AC
42
Avestar Capital
New York
$306K +$41.2K +1,060 +16%
WIA
43
World Investment Advisors
California
$304K – – –
PWP
44
Pursue Wealth Partners
California
$304K – – –
CCA
45
Cottonwood Capital Advisors
Utah
$300K -$49K -1,263 -14%
CAP
46
Columbia Advisory Partners
Washington
$278K +$278K +7,172 New
PAG
47
Private Advisor Group
New Jersey
$263K -$15.1K -389 -5%
TF
48
Trek Financial
Arizona
$247K +$247K +6,370 New
AWA
49
Acorn Wealth Advisors
Michigan
$211K +$3.73K +96 +2%
BPA
50
Beacon Pointe Advisors
California
$205K +$205K +5,298 New
1
2
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