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First Trust SSI Strategic Convertible Securities ETF
FCVT

Overview Fund Activity

75 hedge funds and large institutions have $179M invested in First Trust SSI Strategic Convertible Securities ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-1
Holders Change %
-1.32%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$27.1M
2
SAM
2
Synergy Asset Management
Washington
$9.42M
3
Jane Street
3
Jane Street
New York
$2.96M
4
Morgan Stanley
4
Morgan Stanley
New York
$11.8M
5
LPL Financial
5
LPL Financial
California
$16.6M

Top Sellers

1
TC
1
Trilogy Capital
California
$0
2
GIA
2
Gladstone Institutional Advisory
Florida
$4.67M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.14M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$7.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
51
United Capital Financial Advisors
Texas
$261K -$130K -2,528 -33%
ASN
52
Advisory Services Network
Georgia
$253K +$24.9K +481 +11%
OC
53
Oppenheimer & Co
New York
$248K -$60.4K -1,171 -20%
PMG
54
ProVise Management Group
Florida
$239K -$10.8K -210 -4%
FIA
55
Foundations Investment Advisors
Arizona
$233K -$6.09K -118 -3%
EHC
56
Everett Harris & Co
California
$232K – – –
GLA
57
Good Life Advisors
Pennsylvania
$215K -$10.3K -200 -5%
AWA
58
Arkadios Wealth Advisors
Georgia
$208K -$6.33K -123 -3%
IA
59
Insight Advisors
Pennsylvania
$202K +$202K +3,949 New
FRA
60
Front Row Advisors
California
$148K – – –
SPIA
61
Steward Partners Investment Advisory
New York
$129K – – –
Wells Fargo
62
Wells Fargo
California
$125K -$12.3K -238 -9%
GWM
63
Geneos Wealth Management
Colorado
$117K – – –
MIM
64
MTM Investment Management
South Carolina
$110K – – –
ACM
65
Anfield Capital Management
California
$94K +$94K +1,815 New
DWMG
66
DB Wealth Management Group
California
$91K -$144K -2,793 -61%
SCA
67
Stonebridge Capital Advisors
Minnesota
$54K – – –
HIA
68
Harbor Investment Advisory
Maryland
$52K – – –
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$51K +$51K +989 New
APA
70
American Portfolios Advisors
New York
$43.6K +$33.9K +657 +351%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$41K – – –
William Blair & Company
72
William Blair & Company
Illinois
$38K – – –
HI
73
Harbour Investments
Wisconsin
$17K +$583 +11 +4%
UBS Group
74
UBS Group
Switzerland
$6K -$13.6K -256 -69%
MA
75
Montag & Associates
Georgia
$1K – – –
1 2
3
4