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First Trust SSI Strategic Convertible Securities ETF
FCVT

Overview Fund Activity

41 hedge funds and large institutions have $35.3M invested in First Trust SSI Strategic Convertible Securities ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
3
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$959K
2
Citadel Advisors
2
Citadel Advisors
Florida
$394K
3
EH
3
Equitable Holdings
New York
$305K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$641K
5
Stifel Financial
5
Stifel Financial
Missouri
$209K

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.16M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
LPL Financial
3
LPL Financial
California
$4.89M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.27M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.98M
Name Market Value Shares Shares
Change 		Shares
Change %
PWP
26
Pursue Wealth Partners
California
$249K 8,000 – –
BFEC
27
Benjamin F. Edwards & Company
Missouri
$213K 6,853 -311 -4%
Stifel Financial
28
Stifel Financial
Missouri
$209K 6,724 +6,724 New
PFS
29
Prospera Financial Services
Texas
$208K 6,698 -859 -11%
SI
30
Stephens Inc
Arkansas
$207K 6,670 – –
TSWM
31
Tyler-Stone Wealth Management
Ohio
$91K 2,925 – –
HIA
32
Harbor Investment Advisory
Maryland
$26.4K 850 -150 -15%
NS
33
NBC Securities
Alabama
$22K 731 +731 New
IA
34
IFP Advisors
Florida
$19.4K 623 – –
LAS
35
LWM Advisory Services
Florida
$15.7K 505 +505 New
SPIA
36
Steward Partners Investment Advisory
New York
$15.5K 500 – –
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$13K 408 -219 -35%
Comerica Bank
38
Comerica Bank
Texas
$9.32K 300 +300 New
William Blair & Company
39
William Blair & Company
Illinois
$9.17K 295 – –
HI
40
Harbour Investments
Wisconsin
$1.27K 41 -19 -32%
Wells Fargo
41
Wells Fargo
California
$42 1 -1,000 -100%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
– – -55,083 Closed
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
– – -34,254 Closed
WI
44
Wintrust Investments
Illinois
– – -8,225 Closed
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
– – -6,989 Closed
CFGS
46
Concourse Financial Group Securities
Alabama
– – -6,800 Closed
UBS Group
47
UBS Group
Switzerland
– – -1,534 Closed
FRA
48
Front Row Advisors
California
– – -500 Closed
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