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First Trust SSI Strategic Convertible Securities ETF

76 hedge funds and large institutions have $160M invested in First Trust SSI Strategic Convertible Securities ETF in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 32 reducing their positions, and 6 closing their positions.

Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
20
Reduced
32
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AFA
1
American Financial Advisors
Georgia
$20.3M 404,021 -13,774 -3%
LPL Financial
2
LPL Financial
California
$15M 299,480 +21,456 +8%
Bank of America
3
Bank of America
North Carolina
$11.9M 237,772 -32,120 -12%
CAG
4
Csenge Advisory Group
Florida
$10.5M 202,497 +75,981 +60%
Morgan Stanley
5
Morgan Stanley
New York
$9.83M 195,695 -21,126 -10%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$9.1M 181,183 -232,321 -56%
GIA
7
Gladstone Institutional Advisory
Florida
$7.87M 156,785 +16,641 +12%
TC
8
Trilogy Capital
California
$7.29M 145,278 +145,278 New
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$6.98M 135,188
Osaic Holdings
10
Osaic Holdings
Arizona
$6.94M 137,671 +8,168 +6%
RJA
11
Raymond James & Associates
Florida
$6.75M 134,453 -1,364 -1%
SAM
12
Synergy Asset Management
Washington
$5.05M 100,572 -153,998 -60%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.73M 54,433 -8,854 -14%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.73M 54,407 +13,673 +34%
CRWM
15
Castle Rock Wealth Management
California
$2.19M 42,636 +42,636 New
Goldman Sachs
16
Goldman Sachs
New York
$1.97M 39,307
Citadel Advisors
17
Citadel Advisors
Florida
$1.96M 39,012 -127,931 -77%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.9M 37,810 +37,810 New
AI
19
Atria Investments
North Carolina
$1.76M 35,109 -3,519 -9%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.72M 34,294 -1,360 -4%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$1.64M 32,718 -367 -1%
PFS
22
Prospera Financial Services
Texas
$1.58M 31,438 -10,687 -25%
PAG
23
Private Advisory Group
Washington
$1.51M 30,125 +14,296 +90%
RA
24
RiverTree Advisors
Florida
$1.51M 30,121 +254 +0.9%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.35M 26,897 +7,125 +36%