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First Trust SSI Strategic Convertible Securities ETF

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.

New
Increased
Maintained
Reduced
Closed

0.66% more ownership

Funds ownership: 50.07%50.73% (+0.66%)

9% less capital invested

Capital invested by funds: $58.9M → $53.8M (-$5.02M)

9% less funds holding

Funds holding: 4642 (-4)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

68% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 19

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
Name Holding Trade Value Shares
Change
Change in
Stake
WI
26
Wintrust Investments
Illinois
$269K
PWP
27
Pursue Wealth Partners
California
$261K
PFS
28
Prospera Financial Services
Texas
$247K -$1.52K -48 -0.6%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$234K +$11.4K +359 +5%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$228K -$26.7K -841 -11%
CFGS
31
Concourse Financial Group Securities
Alabama
$222K
SI
32
Stephens Inc
Arkansas
$218K
TSWM
33
Tyler-Stone Wealth Management
Ohio
$96K +$92.7K +2,925 New
UBS Group
34
UBS Group
Switzerland
$50.1K -$127K -3,997 -72%
Wells Fargo
35
Wells Fargo
California
$32.7K -$23.9K -755 -43%
HIA
36
Harbor Investment Advisory
Maryland
$32.7K
IA
37
IFP Advisors
Florida
$20.3K
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$20K
SPIA
39
Steward Partners Investment Advisory
New York
$16.3K
FRA
40
Front Row Advisors
California
$16K
William Blair & Company
41
William Blair & Company
Illinois
$9.63K
HI
42
Harbour Investments
Wisconsin
$1.96K -$2.35K -74 -55%
FIA
43
Foundations Investment Advisors
Arizona
-$1.94M -60,809 Closed
TPCW
44
TD Private Client Wealth
New York
-$244K -7,637 Closed
MML Investors Services
45
MML Investors Services
Massachusetts
-$229K -7,188 Closed
GIA
46
Gladstone Institutional Advisory
Florida
-$209K -6,563 Closed
MIM
47
MTM Investment Management
South Carolina
-$68K -2,130 Closed
BAM
48
Belpointe Asset Management
Nevada
-$17.6K -553 Closed
TRCT
49
Tower Research Capital (TRC)
New York
-$12K -376 Closed
VF
50
VitalStone Financial
Texas
-$8K -200 Closed

FCVT Hedge Fund Activity: Q2 2023 in Review

42 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust SSI Strategic Convertible Securities ETF (FCVT) for Q2 2023, worth a combined $53.8M — down 8.5% from $58.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of FCVT and 4 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 6 added.

The largest buyer was Jane Street, adding an estimated $4.31M. The largest seller was LPL Financial, cutting an estimated $5.88M.

  • 42 institutional investors held First Trust SSI Strategic Convertible Securities ETF (FCVT) as of Q2 2023, down from 46 in Q1 2023.
  • Funds reported $53.8M of First Trust SSI Strategic Convertible Securities ETF stock for Q2 2023, down 8.5% quarter-over-quarter.
  • 4 funds opened new First Trust SSI Strategic Convertible Securities ETF positions in Q2 2023 and 8 closed out, a net change of -4 holders.
  • The largest First Trust SSI Strategic Convertible Securities ETF buyer in Q2 2023 was Jane Street, an estimated $4.31M added.
  • The largest First Trust SSI Strategic Convertible Securities ETF seller in Q2 2023 was LPL Financial, an estimated $5.88M sold.

Based on aggregated 13F filings for Q2 2023.