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First Trust SSI Strategic Convertible Securities ETF

77 hedge funds and large institutions have $139M invested in First Trust SSI Strategic Convertible Securities ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 15 closing their positions.

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
16
Increased
31
Reduced
16
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$19.1M 460,283 +103,809 +29%
Bank of America
2
Bank of America
North Carolina
$11M 266,699 +5,963 +2%
CAG
3
Csenge Advisory Group
Florida
$10.3M 199,746 -3,214 -2%
RJA
4
Raymond James & Associates
Florida
$8.38M 202,301 +2,450 +1%
Morgan Stanley
5
Morgan Stanley
New York
$7.55M 182,345 -52,911 -22%
CA
6
Continuum Advisory
Idaho
$7.36M 177,663 +177,663 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.52M 157,340 +116,763 +288%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$6.5M 157,039 +10,599 +7%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$6.07M 146,672 +146,672 New
GIA
10
Gladstone Institutional Advisory
Florida
$5.98M 144,460 +51,439 +55%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.48M 132,320 +79,687 +151%
AFA
12
American Financial Advisors
Georgia
$4.73M 114,177 -256,767 -69%
TPCW
13
TD Private Client Wealth
New York
$4.13M 99,645 +99,645 New
Osaic Holdings
14
Osaic Holdings
Arizona
$3.45M 83,274 -865 -1%
WA
15
Win Advisors
Florida
$2.86M 69,156 +69,156 New
Truist Financial
16
Truist Financial
North Carolina
$2.44M 58,812 +3,735 +7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.05M 49,566 +249 +0.5%
AI
18
Atria Investments
North Carolina
$1.67M 40,398 +1,264 +3%
Goldman Sachs
19
Goldman Sachs
New York
$1.63M 39,307
Stifel Financial
20
Stifel Financial
Missouri
$1.54M 37,121 +324 +0.9%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$1.5M 36,112 +1,407 +4%
PAG
22
Private Advisory Group
Washington
$1.49M 35,992 +8,464 +31%
PFS
23
Prospera Financial Services
Texas
$1.18M 28,367 -1,100 -4%
LAS
24
LWM Advisory Services
Florida
$1.09M 26,277 +26,277 New
MML Investors Services
25
MML Investors Services
Massachusetts
$879K 21,218 +2,735 +15%