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First Trust SSI Strategic Convertible Securities ETF

55 hedge funds and large institutions have $62.7M invested in First Trust SSI Strategic Convertible Securities ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
26
American Financial Advisors
Georgia
$354K
HGWM
27
Horst & Graben Wealth Management
Oregon
$321K
CCA
28
Cottonwood Capital Advisors
Utah
$303K
CWM
29
Concentrum Wealth Management
California
$292K
Stifel Financial
30
Stifel Financial
Missouri
$291K
TWM
31
TSA Wealth Management
Texas
$275K
EHC
32
Everett Harris & Co
California
$256K
RIS
33
Richmond Investment Services
Wisconsin
$218K
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$212K
GRP
35
Global Retirement Partners
California
$190K
AF
36
Allworth Financial
California
$66K
FFA
37
Farther Finance Advisors
California
$59.3K
HIA
38
Harbor Investment Advisory
Maryland
$33K
AWM
39
AE Wealth Management
Kansas
$25.3K
GWM
40
Geneos Wealth Management
Colorado
$25.2K
US Bancorp
41
US Bancorp
Minnesota
$12.5K
William Blair & Company
42
William Blair & Company
Illinois
$11.4K
NS
43
NBC Securities
Alabama
$10K
ACA
44
Aptus Capital Advisors
Alabama
$8.89K
PSFG
45
Park Square Financial Group
Georgia
$8.11K
AF
46
Advisornet Financial
Minnesota
$5.51K
NEWAS
47
N.E.W. Advisory Services
Wisconsin
$5.36K
AssetMark Inc
48
AssetMark Inc
California
$4.35K
TPWA
49
Twin Peaks Wealth Advisors
California
$3.63K
OSAM
50
O'Shaughnessy Asset Management
Connecticut
$1.13K