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First Trust SSI Strategic Convertible Securities ETF

66 hedge funds and large institutions have $69.4M invested in First Trust SSI Strategic Convertible Securities ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

79% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 14

35% more capital invested

Capital invested by funds: $51.3M → $69.4M (+$18.1M)

18.66% more ownership

Funds ownership: 54.59%73.25% (+19%)

10% more funds holding

Funds holding: 6066 (+6)

Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
25
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$584K -$42.6K -979 -7%
KA
27
Kovack Advisors
Florida
$522K +$528K +12,139 New
SW
28
SkyOak Wealth
Michigan
$496K
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$480K -$439K -10,096 -48%
CAS
30
Coppell Advisory Solutions
Texas
$473K
US Bancorp
31
US Bancorp
Minnesota
$465K +$456K +10,484 +3,246%
SAM
32
Synergy Asset Management
Washington
$453K -$39K -896 -8%
CCA
33
Cottonwood Capital Advisors
Utah
$415K +$76.8K +1,767 +22%
HGWM
34
Horst & Graben Wealth Management
Oregon
$365K +$9.09K +209 +3%
CWM
35
Concentrum Wealth Management
California
$325K +$130 +3 +0%
RIA
36
Realta Investment Advisors
Delaware
$309K -$3.91K -90 -1%
TWM
37
TSA Wealth Management
Texas
$305K
AFA
38
American Financial Advisors
Georgia
$293K -$89.2K -2,051 -23%
EHC
39
Everett Harris & Co
California
$283K
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$275K -$1.01M -23,191 -78%
GRP
41
Global Retirement Partners
California
$262K +$51.3K +1,179 +24%
WWMP
42
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$255K +$258K +5,934 New
RIS
43
Richmond Investment Services
Wisconsin
$234K +$87 +2 +0%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$230K -$6.3K -145 -3%
PFS
45
Prospera Financial Services
Texas
$215K +$9.22K +212 +4%
IAIM
46
International Assets Investment Management
Florida
$112K +$113K +2,602 New
AF
47
Allworth Financial
California
$73.2K
FFA
48
Farther Finance Advisors
California
$65.8K
HIA
49
Harbor Investment Advisory
Maryland
$36.6K
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$29.7K +$14.8K +340 +97%