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First Trust SSI Strategic Convertible Securities ETF
FCVT

Overview Fund Activity

48 hedge funds and large institutions have $56.5M invested in First Trust SSI Strategic Convertible Securities ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 8 closing their positions.

Holders
48
Holders Change
+7
Holders Change %
+17.07%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
8
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$14.8M
2
RL
2
Retireful LLC
Michigan
$2.97M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.64M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.97M
5
CAS
5
Coppell Advisory Solutions
Texas
$1.38M

Top Sellers

1
EC
1
Elequin Capital
New York
$0
2
FCM
2
Family Capital Management
Michigan
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
AFA
4
American Financial Advisors
Georgia
$990K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$298K +$298K +8,950 New
PWP
27
Pursue Wealth Partners
California
$267K – – –
BFEC
28
Benjamin F. Edwards & Company
Missouri
$246K +$18K +540 +8%
CAG
29
Csenge Advisory Group
Florida
$227K -$49.1K -1,474 -18%
SI
30
Stephens Inc
Arkansas
$222K – – –
Stifel Financial
31
Stifel Financial
Missouri
$212K -$12.1K -364 -5%
PFS
32
Prospera Financial Services
Texas
$205K -$18.7K -561 -8%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$123K +$123K +3,703 New
TSWM
34
Tyler-Stone Wealth Management
Ohio
$111K +$13.3K +400 +14%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$44K +$30.3K +899 +220%
TRCT
36
Tower Research Capital (TRC)
New York
$40.9K +$40.9K +1,226 New
HIA
37
Harbor Investment Advisory
Maryland
$28.3K – – –
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$25.8K +$25.8K +773 New
NS
39
NBC Securities
Alabama
$24K +$33 +1 +0.1%
UBS Group
40
UBS Group
Switzerland
$23.9K +$23.9K +718 New
SPIA
41
Steward Partners Investment Advisory
New York
$16.7K – – –
William Blair & Company
42
William Blair & Company
Illinois
$9.83K – – –
CJ
43
Caitlin John
Michigan
$3.62K +$3.62K +108 New
PPC
44
Park Place Capital
Alabama
$3.57K +$3.57K +107 New
HI
45
Harbour Investments
Wisconsin
$1.37K – – –
CIA
46
Cape Investment Advisory
Georgia
$700 +$700 +21 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$33 +$33 +1 New
Wells Fargo
48
Wells Fargo
California
$24 – – –
EC
49
Elequin Capital
New York
– -$1.33M -42,648 Closed
FCM
50
Family Capital Management
Michigan
– -$717K -23,084 Closed
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