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First Trust SSI Strategic Convertible Securities ETF
FCVT

Overview Fund Activity

54 hedge funds and large institutions have $61.5M invested in First Trust SSI Strategic Convertible Securities ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
13
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
Concurrent Investment Advisors
Florida
$11.8M
2
AAS
Ameritas Advisory Services
Nebraska
$5.55M
3
Osaic Holdings
Osaic Holdings
Arizona
$5.78M
4
Jane Street
Jane Street
New York
$5.17M
5
DADC
D.A. Davidson & Co
Montana
$944K

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
$3.36M
2
EC
Elequin Capital
New York
$1.24M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$563K
4
ASN
Advisory Services Network
Georgia
$0
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGWM
26
Horst & Graben Wealth Management
Oregon
$321K +$82.1K +2,115 +34%
CCA
27
Cottonwood Capital Advisors
Utah
$303K -$6.48K -167 -2%
CWM
28
Concentrum Wealth Management
California
$292K -$229K -5,905 -44%
Stifel Financial
29
Stifel Financial
Missouri
$291K +$388 +10 +0.1%
TWM
30
TSA Wealth Management
Texas
$275K +$7.1K +183 +3%
EHC
31
Everett Harris & Co
California
$256K – – –
RIS
32
Richmond Investment Services
Wisconsin
$218K +$218K +5,624 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$212K +$212K +5,463 New
GRP
34
Global Retirement Partners
California
$190K +$190K +4,887 New
AF
35
Allworth Financial
California
$66K – – –
FFA
36
Farther Finance Advisors
California
$59.3K +$58.2K +1,500 +5,172%
HIA
37
Harbor Investment Advisory
Maryland
$33K – – –
AWM
38
AE Wealth Management
Kansas
$25.3K – – –
GWM
39
Geneos Wealth Management
Colorado
$25.2K -$17.5K -450 -41%
US Bancorp
40
US Bancorp
Minnesota
$12.5K – – –
William Blair & Company
41
William Blair & Company
Illinois
$11.4K – – –
NS
42
NBC Securities
Alabama
$10K +$75 +2 +0.8%
ACA
43
Aptus Capital Advisors
Alabama
$8.89K +$8.89K +229 New
PSFG
44
Park Square Financial Group
Georgia
$8.11K – – –
AF
45
Advisornet Financial
Minnesota
$5.51K +$5.51K +142 New
NEWAS
46
N.E.W. Advisory Services
Wisconsin
$5.36K -$10.1K -261 -65%
AssetMark Inc
47
AssetMark Inc
California
$4.35K – – –
TPWA
48
Twin Peaks Wealth Advisors
California
$3.63K +$3.63K +91 New
OSAM
49
O'Shaughnessy Asset Management
Connecticut
$1.13K – – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$776 – – –
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