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First Trust SSI Strategic Convertible Securities ETF
FCVT

Overview Fund Activity

46 hedge funds and large institutions have $58.9M invested in First Trust SSI Strategic Convertible Securities ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 29 reducing their positions, and 15 closing their positions.

Holders
46
Holders Change
-15
Holders Change %
-24.59%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
29
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FHB
1
First Hawaiian Bank
Hawaii
$2.47M
2
KAS
2
Kestra Advisory Services
Texas
$2.49M
3
PFS
3
Prospera Financial Services
Texas
$243K
4
FIA
4
Foundations Investment Advisors
Arizona
$1.94M
5
UBS Group
5
UBS Group
Switzerland
$176K

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.87M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.63M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
26
TD Private Client Wealth
New York
$244K -$100K -3,136 -29%
PFS
27
Prospera Financial Services
Texas
$243K +$243K +7,605 New
MML Investors Services
28
MML Investors Services
Massachusetts
$229K -$313K -9,831 -58%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$217K -$25.2K -791 -10%
CFGS
30
Concourse Financial Group Securities
Alabama
$217K -$119K -3,722 -35%
SI
31
Stephens Inc
Arkansas
$213K -$39.6K -1,240 -16%
GIA
32
Gladstone Institutional Advisory
Florida
$209K -$83.8K -2,625 -29%
UBS Group
33
UBS Group
Switzerland
$176K +$91.2K +2,859 +107%
MIM
34
MTM Investment Management
South Carolina
$68K – – –
Wells Fargo
35
Wells Fargo
California
$56.1K +$20.8K +653 +59%
HIA
36
Harbor Investment Advisory
Maryland
$31.9K – – –
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$20K +$3.06K +96 +18%
IA
38
IFP Advisors
Florida
$18.9K -$28.5K -940 -60%
BAM
39
Belpointe Asset Management
Nevada
$17.6K -$72K -2,257 -80%
FRA
40
Front Row Advisors
California
$16K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$16K -$67K -2,100 -81%
TRCT
42
Tower Research Capital (TRC)
New York
$12K -$4.79K -150 -29%
William Blair & Company
43
William Blair & Company
Illinois
$9.41K -$14.3K -448 -60%
VF
44
VitalStone Financial
Texas
$8K +$8K +200 New
HI
45
Harbour Investments
Wisconsin
$4.28K – – –
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$249 -$27 -843 -10%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
– -$2.45M -77,298 Closed
GM
48
GeoWealth Management
Illinois
– -$1.29M -40,753 Closed
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
– -$1.16M -36,495 Closed
Truist Financial
50
Truist Financial
North Carolina
– -$498K -15,709 Closed
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