First Trust SSI Strategic Convertible Securities ETF
FCVT
60 hedge funds and large institutions have $51.3M invested in First Trust SSI Strategic Convertible Securities ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
9% more funds holding
Funds holding: 55 → 60 (+5)
9.9% less ownership
Funds ownership: 64.49% → 54.59% (-9.9%)
11% less capital invested
Capital invested by funds: $57.6M → $51.3M (-$6.27M)
17% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$902K |
| 2 |
LPL Financial
San Diego,
California
|
+$739K |
| 3 |
RA
RiverTree Advisors
Winter Park,
Florida
|
+$636K |
| 4 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$461K |
| 5 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
+$293K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
-$5.67M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$5.55M |
| 3 |
Jane Street
New York
|
-$1.72M |
| 4 |
EC
Elequin Capital
New York
|
-$944K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$274K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
51
Advisornet Financial
Minnetonka,
Minnesota
| $6.1K | +$40 | +1 | +0.7% |
|
52
AssetMark Inc
Concord,
California
| $4.79K | – | – | – |
|
|
CJ
53
Caitlin John
Brighton,
Michigan
| $4.62K | +$4.36K | +108 | New |
|
|
NEWAS
54
N.E.W. Advisory Services
De Pere,
Wisconsin
| $3.81K | -$1.98K | -49 | -36% |
|
|
ACA
55
Aptus Capital Advisors
Fairhope,
Alabama
| $2.78K | -$6.62K | -164 | -72% |
|
|
OSAM
56
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $1.24K | – | – | – |
|
|
EWA
57
EverSource Wealth Advisors
Birmingham,
Alabama
| $770 | – | – | – |
|
|
HI
58
Harbour Investments
Madison,
Wisconsin
| $87 | – | – | – |
|
59
Wells Fargo
San Francisco,
California
| $57 | – | – | – |
|
|
SS
60
SBI Securities
Tokyo,
Japan
| $43 | – | – | – |
|
|
AAS
61
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$5.55M | -143,088 | Closed |
|
|
PSFG
62
Park Square Financial Group
Roswell,
Georgia
| – | -$8.11K | -209 | Closed |
|
|
TPWA
63
Twin Peaks Wealth Advisors
Burlingame,
California
| – | -$3.63K | -91 | Closed |
|
64
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$776 | -20 | Closed |
|
FCVT Hedge Fund Activity: Q3 2025 in Review
60 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in First Trust SSI Strategic Convertible Securities ETF (FCVT) for Q3 2025, worth a combined $51.3M — down 11% from $57.6M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FCVT positions and 4 closed out — a net gain of 5 holders — while 15 added to existing stakes and 18 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $902K. The largest seller was Concurrent Investment Advisors, cutting an estimated $5.67M.
- 60 institutional investors held First Trust SSI Strategic Convertible Securities ETF (FCVT) as of Q3 2025, up from 55 in Q2 2025.
- Funds reported $51.3M of First Trust SSI Strategic Convertible Securities ETF stock for Q3 2025, down 11% quarter-over-quarter.
- 9 funds opened new First Trust SSI Strategic Convertible Securities ETF positions in Q3 2025 and 4 closed out, a net change of +5 holders.
- The largest First Trust SSI Strategic Convertible Securities ETF buyer in Q3 2025 was Osaic Holdings, an estimated $902K added.
- The largest First Trust SSI Strategic Convertible Securities ETF seller in Q3 2025 was Concurrent Investment Advisors, an estimated $5.67M sold.
Based on aggregated 13F filings for Q3 2025.