We are live on ! Find out more
FCVT icon

First Trust SSI Strategic Convertible Securities ETF

55 hedge funds and large institutions have $108M invested in First Trust SSI Strategic Convertible Securities ETF in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

20% more funds holding

Funds holding: 4655 (+9)

7% more capital invested

Capital invested by funds: $101M → $108M (+$6.75M)

9.77% less ownership

Funds ownership: 57.73%47.96% (-9.8%)

48% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 21

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
55
Holders Change
+9
Holders Change %
+19.57%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
11
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
1
American Financial Advisors
Georgia
$16.2M -$310K -9,481 -2%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$13.9M -$1.64M -50,310 -11%
Bank of America
3
Bank of America
North Carolina
$10.8M +$1.39M +42,432 +16%
Jane Street
4
Jane Street
New York
$9.19M +$4.51M +138,003 +114%
LPL Financial
5
LPL Financial
California
$8.11M -$2.26M -69,074 -23%
Morgan Stanley
6
Morgan Stanley
New York
$8.1M -$420K -12,847 -5%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$6.98M
GIA
8
Gladstone Institutional Advisory
Florida
$5.21M -$5.6M -171,620 -54%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.11M -$35.7K -1,093 -0.9%
RJA
10
Raymond James & Associates
Florida
$3.08M +$1.3M +39,745 +84%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.87M +$398K +12,184 +30%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.87M +$823K +25,199 +92%
PFS
13
Prospera Financial Services
Texas
$1.59M -$64.3K -1,968 -4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.49M -$965K -29,564 -41%
AI
15
Atria Investments
North Carolina
$1.42M +$98K +3,002 +8%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$1.28M -$1.57M -47,953 -57%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.16M -$1.99M -60,799 -65%
MML Investors Services
18
MML Investors Services
Massachusetts
$900K -$5.71M -174,908 -87%
SWP
19
Stratos Wealth Partners
Ohio
$758K -$9.67K -296 -1%
Stifel Financial
20
Stifel Financial
Missouri
$676K -$132K -4,052 -18%
CWM
21
Concentrum Wealth Management
California
$530K +$98 +3 +0%
SW
22
SkyOak Wealth
Michigan
$505K
PAG
23
Private Advisory Group
Washington
$489K +$70.2K +2,149 +18%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$488K +$159K +4,870 +55%
WEPOG
25
Wealth Enhancement & Preservation of GA
Georgia
$463K -$380K -11,623 -46%

FCVT Hedge Fund Activity: Q2 2020 in Review

55 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust SSI Strategic Convertible Securities ETF (FCVT) for Q2 2020, worth a combined $108M — up 6.7% from $101M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FCVT positions and 4 closed out — a net gain of 9 holders — while 11 added to existing stakes and 21 trimmed.

The largest buyer was Jane Street, adding an estimated $4.51M. The largest seller was MML Investors Services, cutting an estimated $5.71M.

  • 55 institutional investors held First Trust SSI Strategic Convertible Securities ETF (FCVT) as of Q2 2020, up from 46 in Q1 2020.
  • Funds reported $108M of First Trust SSI Strategic Convertible Securities ETF stock for Q2 2020, up 6.7% quarter-over-quarter.
  • 13 funds opened new First Trust SSI Strategic Convertible Securities ETF positions in Q2 2020 and 4 closed out, a net change of +9 holders.
  • The largest First Trust SSI Strategic Convertible Securities ETF buyer in Q2 2020 was Jane Street, an estimated $4.51M added.
  • The largest First Trust SSI Strategic Convertible Securities ETF seller in Q2 2020 was MML Investors Services, an estimated $5.71M sold.

Based on aggregated 13F filings for Q2 2020.