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First Trust SSI Strategic Convertible Securities ETF
FCVT

Overview Fund Activity

68 hedge funds and large institutions have $150M invested in First Trust SSI Strategic Convertible Securities ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-9
Holders Change %
-11.69%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
26
Reduced
19
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
Win Advisors
Florida
$17.9M
2
Bank of America
2
Bank of America
North Carolina
$21.3M
3
SAM
3
Synergy Asset Management
Washington
$7.51M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.81M
5
CA
5
Continuum Advisory
Idaho
$8.23M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$113K
2
RJA
2
Raymond James & Associates
Florida
$4.48M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.91M
4
TPCW
4
TD Private Client Wealth
New York
$748K
5
GIA
5
Gladstone Institutional Advisory
Florida
$3.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWMG
51
DB Wealth Management Group
California
$143K -$45.9K -1,188 -24%
FRA
52
Front Row Advisors
California
$117K – – –
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$113K -$5.56M -143,748 -98%
SPIA
54
Steward Partners Investment Advisory
New York
$101K – – –
MIM
55
MTM Investment Management
South Carolina
$83K – – –
DWP
56
Destiny Wealth Partners
Florida
$56K -$29.1K -757 -34%
APA
57
American Portfolios Advisors
New York
$44.9K – – –
HIA
58
Harbor Investment Advisory
Maryland
$39K – – –
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$36K -$1.82K -47 -5%
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$32.6K – – –
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$31K – – –
UBS Group
62
UBS Group
Switzerland
$30K +$30K +762 New
William Blair & Company
63
William Blair & Company
Illinois
$29K – – –
IA
64
IFP Advisors
Florida
$29K +$29K +937 New
MCC
65
Money Concepts Capital
Florida
$28K +$28K +726 New
FCMA
66
Foresight Capital Management Advisors
Michigan
$10K -$82.7K -2,191 -89%
MA
67
Montag & Associates
Georgia
$1K – – –
Stifel Financial
68
Stifel Financial
Missouri
– -$1.54M -37,121 Closed
PAG
69
Private Advisory Group
Washington
– -$1.49M -35,992 Closed
LAS
70
LWM Advisory Services
Florida
– -$1.09M -26,277 Closed
SPC
71
Sigma Planning Corp
Michigan
– -$532K -12,857 Closed
Baird Financial Group
72
Baird Financial Group
Wisconsin
– -$516K -12,461 Closed
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
– -$501K -12,106 Closed
RCAG
74
Rehmann Capital Advisory Group
Michigan
– -$384K -9,220 Closed
OIA
75
OneDigital Investment Advisors
Kansas
– -$309K -7,470 Closed
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