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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
Holders
66
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
OIA
26
OneDigital Investment Advisors
Kansas
$584K
KA
27
Kovack Advisors
Florida
$522K
SW
28
SkyOak Wealth
Michigan
$496K
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$480K
CAS
30
Coppell Advisory Solutions
Texas
$473K
US Bancorp
31
US Bancorp
Minnesota
$465K
SAM
32
Synergy Asset Management
Washington
$453K
CCA
33
Cottonwood Capital Advisors
Utah
$415K
HGWM
34
Horst & Graben Wealth Management
Oregon
$365K
CWM
35
Concentrum Wealth Management
California
$325K
RIA
36
Realta Investment Advisors
Delaware
$309K
TWM
37
TSA Wealth Management
Texas
$305K
AFA
38
American Financial Advisors
Georgia
$293K
EHC
39
Everett Harris & Co
California
$283K
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$275K
GRP
41
Global Retirement Partners
California
$262K
WWMP
42
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$255K
RIS
43
Richmond Investment Services
Wisconsin
$234K
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$230K
PFS
45
Prospera Financial Services
Texas
$215K
IAIM
46
International Assets Investment Management
Florida
$112K
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