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First Trust SSI Strategic Convertible Securities ETF
FCVT

Overview Fund Activity

49 hedge funds and large institutions have $54.9M invested in First Trust SSI Strategic Convertible Securities ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+8
Holders Change %
+19.51%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
9
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$5.97M
2
IAA
2
Independent Advisor Alliance
North Carolina
$3.39M
3
CIA
3
Concurrent Investment Advisors
Florida
$5.49M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$1.61M
5
ASN
5
Advisory Services Network
Georgia
$819K

Top Sellers

1
EC
1
Elequin Capital
New York
$914K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Jane Street
4
Jane Street
New York
$438K
5
IWM
5
Iams Wealth Management
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
26
OneDigital Investment Advisors
Kansas
$281K +$281K +7,643 New
Stifel Financial
27
Stifel Financial
Missouri
$281K +$5.74K +156 +2%
RIA
28
Realta Investment Advisors
Delaware
$270K +$270K +7,276 New
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$222K -$29.1K -792 -12%
CFGS
30
Concourse Financial Group Securities
Alabama
$219K +$219K +5,755 New
BEI
31
Benjamin Edwards Inc
Missouri
$211K -$31.5K -854 -13%
SAM
32
Synergy Asset Management
Washington
$169K +$169K +4,723 New
CA
33
Continuum Advisory
Idaho
$142K +$10K +272 +8%
MIM
34
Marshall Investment Management
Colorado
$65.7K +$65.7K +1,838 New
AF
35
Allworth Financial
California
$64.4K – – –
HIA
36
Harbor Investment Advisory
Maryland
$31.3K – – –
AWM
37
AE Wealth Management
Kansas
$24K +$24K +652 New
GWM
38
Geneos Wealth Management
Colorado
$19.1K +$19.1K +520 New
GRP
39
Global Retirement Partners
California
$12.2K +$12.2K +332 New
US Bancorp
40
US Bancorp
Minnesota
$11.9K – – –
William Blair & Company
41
William Blair & Company
Illinois
$10.9K – – –
PSFG
42
Park Square Financial Group
Georgia
$7.69K +$7.69K +209 New
AssetMark Inc
43
AssetMark Inc
California
$4.12K – – –
CJ
44
Caitlin John
Michigan
$3.97K – – –
UBS Group
45
UBS Group
Switzerland
$3.86K -$186K -5,044 -98%
OSAM
46
O'Shaughnessy Asset Management
Connecticut
$1.07K +$1.07K +29 New
HI
47
Harbour Investments
Wisconsin
$74 – – –
Wells Fargo
48
Wells Fargo
California
$47 – – –
SS
49
SBI Securities
Japan
$37 +$37 +1 New
IAIM
50
International Assets Investment Management
Florida
– -$2.8K -106,103 Closed
1
2
3