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First Trust SSI Strategic Convertible Securities ETF
FCVT

60 hedge funds and large institutions have $51.3M invested in First Trust SSI Strategic Convertible Securities ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

9% more funds holding

Funds holding: 55 → 60 (+5)

9.9% less ownership

Funds ownership: 64.49% → 54.59% (-9.9%)

11% less capital invested

Capital invested by funds: $57.6M → $51.3M (-$6.27M)

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
15
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$902K
2
LPL Financial
LPL Financial
California
+$739K
3
RA
RiverTree Advisors
Florida
+$636K
4
SAM
Synergy Asset Management
Washington
+$461K
5
RIA
Realta Investment Advisors
Delaware
+$293K

Top Sellers

Rank Fund Capital Flow
1
CIA
Concurrent Investment Advisors
Florida
-$5.67M
2
AAS
Ameritas Advisory Services
Nebraska
-$5.55M
3
Jane Street
Jane Street
New York
-$1.72M
4
EC
Elequin Capital
New York
-$944K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$274K
Name Holding Trade Value Shares
Change 		Change in
Stake
EC
26
Elequin Capital
New York
$371K -$944K -23,381 -73%
HGWM
27
Horst & Graben Wealth Management
Oregon
$354K – – –
CCA
28
Cottonwood Capital Advisors
Utah
$337K +$3.11K +77 +1%
CWM
29
Concentrum Wealth Management
California
$322K +$162 +4 +0.1%
Stifel Financial
30
Stifel Financial
Missouri
$322K +$606 +15 +0.2%
RIA
31
Realta Investment Advisors
Delaware
$311K +$293K +7,263 New
TWM
32
TSA Wealth Management
Texas
$303K -$121 -3 -0%
EHC
33
Everett Harris & Co
California
$282K – – –
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$237K -$274K -6,791 -55%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$234K +$727 +18 +0.3%
RIS
36
Richmond Investment Services
Wisconsin
$232K -$7.91K -196 -3%
EFG
37
Ethos Financial Group
Pennsylvania
$211K +$200K +4,942 New
GRP
38
Global Retirement Partners
California
$210K +$808 +20 +0.4%
PFS
39
Prospera Financial Services
Texas
$204K +$193K +4,776 New
ASN
40
Advisory Services Network
Georgia
$78.3K +$74K +1,832 New
AF
41
Allworth Financial
California
$72.7K – – –
FFA
42
Farther Finance Advisors
California
$65.4K – – –
HIA
43
Harbor Investment Advisory
Maryland
$36.4K – – –
AWM
44
AE Wealth Management
Kansas
$27.9K – – –
GWM
45
Geneos Wealth Management
Colorado
$27.8K – – –
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$15K +$14.1K +349 New
US Bancorp
47
US Bancorp
Minnesota
$13.8K – – –
William Blair & Company
48
William Blair & Company
Illinois
$12.6K – – –
UBS Group
49
UBS Group
Switzerland
$11.7K +$11K +273 New
NS
50
NBC Securities
Alabama
$11.4K +$40 +1 +0.4%
1
2
3

FCVT Hedge Fund Activity: Q3 2025 in Review

60 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in First Trust SSI Strategic Convertible Securities ETF (FCVT) for Q3 2025, worth a combined $51.3M — down 11% from $57.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FCVT positions and 4 closed out — a net gain of 5 holders — while 15 added to existing stakes and 18 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $902K. The largest seller was Concurrent Investment Advisors, cutting an estimated $5.67M.

  • 60 institutional investors held First Trust SSI Strategic Convertible Securities ETF (FCVT) as of Q3 2025, up from 55 in Q2 2025.
  • Funds reported $51.3M of First Trust SSI Strategic Convertible Securities ETF stock for Q3 2025, down 11% quarter-over-quarter.
  • 9 funds opened new First Trust SSI Strategic Convertible Securities ETF positions in Q3 2025 and 4 closed out, a net change of +5 holders.
  • The largest First Trust SSI Strategic Convertible Securities ETF buyer in Q3 2025 was Osaic Holdings, an estimated $902K added.
  • The largest First Trust SSI Strategic Convertible Securities ETF seller in Q3 2025 was Concurrent Investment Advisors, an estimated $5.67M sold.

Based on aggregated 13F filings for Q3 2025.