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First Trust SSI Strategic Convertible Securities ETF
FCVT

Overview Fund Activity

68 hedge funds and large institutions have $102M invested in First Trust SSI Strategic Convertible Securities ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 12 closing their positions.

Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
23
Reduced
15
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$5.91M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$2.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.53M
4
AFA
4
American Financial Advisors
Georgia
$2.21M
5
Morgan Stanley
5
Morgan Stanley
New York
$9.38M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.07M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$0
3
Jane Street
3
Jane Street
New York
$5.49M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.59M
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FRA
51
Front Row Advisors
California
$94K 3,000 – –
SPIA
52
Steward Partners Investment Advisory
New York
$81K 2,600 – –
MIM
53
MTM Investment Management
South Carolina
$66K 2,130 – –
DWP
54
Destiny Wealth Partners
Florida
$45K 1,455 – –
FA
55
Flagstar Advisors
New York
$43K 1,381 +1,381 New
HIA
56
Harbor Investment Advisory
Maryland
$31K 1,000 – –
Wells Fargo
57
Wells Fargo
California
$31K 1,001 – –
IA
58
IFP Advisors
Florida
$29K 939 +2 +0.2%
William Blair & Company
59
William Blair & Company
Illinois
$23K 743 – –
UBS Group
60
UBS Group
Switzerland
$15K 469 -420 -47%
OPW
61
Oxler Private Wealth
New York
$11.5K 120 +120 New
WA
62
Win Advisors
Florida
$11K 349 – –
HI
63
Harbour Investments
Wisconsin
$8K 251 – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$3K 94 +94 New
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$2K 78 – –
ADL
66
Asset Dedication LLC
California
$2K 56 +56 New
MA
67
Montag & Associates
Georgia
$1K 25 – –
Verition Fund Management
68
Verition Fund Management
Connecticut
– – -85,843 Closed
Stifel Financial
69
Stifel Financial
Missouri
– – -28,228 Closed
BAM
70
Belpointe Asset Management
Nevada
– – -13,727 Closed
FTUS
71
Flow Traders U.S.
New York
– – -10,953 Closed
SB
72
Strategic Blueprint
Georgia
– – -8,959 Closed
EH
73
Equitable Holdings
New York
– – -8,929 Closed
CW
74
CreativeOne Wealth
Kansas
– – -6,524 Closed
APA
75
American Portfolios Advisors
New York
– – -1,158 Closed
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