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First Trust SSI Strategic Convertible Securities ETF
FCVT

Overview Fund Activity

42 hedge funds and large institutions have $53.8M invested in First Trust SSI Strategic Convertible Securities ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
42
Holders Change
-4
Holders Change %
-8.7%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$9.42M
2
EC
2
Elequin Capital
New York
$2.33M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.8M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$437K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.49M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$6.77M
2
FIA
2
Foundations Investment Advisors
Arizona
$0
3
KAS
3
Kestra Advisory Services
Texas
$799K
4
Morgan Stanley
4
Morgan Stanley
New York
$5.08M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.12M
Name Market Value Shares Shares
Change 		Shares
Change %
WI
26
Wintrust Investments
Illinois
$269K 8,225 – –
PWP
27
Pursue Wealth Partners
California
$261K 8,000 – –
PFS
28
Prospera Financial Services
Texas
$247K 7,557 -48 -0.6%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$234K 7,164 +359 +5%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$228K 6,989 -841 -11%
CFGS
31
Concourse Financial Group Securities
Alabama
$222K 6,800 – –
SI
32
Stephens Inc
Arkansas
$218K 6,670 – –
TSWM
33
Tyler-Stone Wealth Management
Ohio
$96K 2,925 +2,925 New
UBS Group
34
UBS Group
Switzerland
$50.1K 1,534 -3,997 -72%
Wells Fargo
35
Wells Fargo
California
$32.7K 1,001 -755 -43%
HIA
36
Harbor Investment Advisory
Maryland
$32.7K 1,000 – –
IA
37
IFP Advisors
Florida
$20.3K 623 – –
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$20K 627 – –
SPIA
39
Steward Partners Investment Advisory
New York
$16.3K 500 – –
FRA
40
Front Row Advisors
California
$16K 500 – –
William Blair & Company
41
William Blair & Company
Illinois
$9.64K 295 – –
HI
42
Harbour Investments
Wisconsin
$1.96K 60 -74 -55%
FIA
43
Foundations Investment Advisors
Arizona
– – -60,809 Closed
TPCW
44
TD Private Client Wealth
New York
– – -7,637 Closed
MML Investors Services
45
MML Investors Services
Massachusetts
– – -7,188 Closed
GIA
46
Gladstone Institutional Advisory
Florida
– – -6,563 Closed
MIM
47
MTM Investment Management
South Carolina
– – -2,130 Closed
BAM
48
Belpointe Asset Management
Nevada
– – -553 Closed
TRCT
49
Tower Research Capital (TRC)
New York
– – -376 Closed
VF
50
VitalStone Financial
Texas
– – -200 Closed
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