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First Trust SSI Strategic Convertible Securities ETF
FCVT

Overview Fund Activity

68 hedge funds and large institutions have $150M invested in First Trust SSI Strategic Convertible Securities ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 15 closing their positions.

Holders
68
Holders Change
-9
Holders Change %
-11.69%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
26
Reduced
19
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
Win Advisors
Florida
$17.9M
2
Bank of America
2
Bank of America
North Carolina
$21.3M
3
SAM
3
Synergy Asset Management
Washington
$7.51M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.81M
5
CA
5
Continuum Advisory
Idaho
$8.23M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$113K
2
RJA
2
Raymond James & Associates
Florida
$4.48M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.91M
4
TPCW
4
TD Private Client Wealth
New York
$748K
5
GIA
5
Gladstone Institutional Advisory
Florida
$3.07M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$21.3M 549,881 +283,182 +106%
WA
2
Win Advisors
Florida
$17.9M 460,880 +391,724 +566%
LPL Financial
3
LPL Financial
California
$16.8M 433,031 -27,252 -6%
Morgan Stanley
4
Morgan Stanley
New York
$8.43M 217,448 +35,103 +19%
CAG
5
Csenge Advisory Group
Florida
$8.3M 214,268 +14,522 +7%
CA
6
Continuum Advisory
Idaho
$8.23M 231,972 +54,309 +31%
Osaic Holdings
7
Osaic Holdings
Arizona
$7.53M 101,058 +17,784 +21%
SAM
8
Synergy Asset Management
Washington
$7.51M 193,820 +187,014 +2,748%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$6.42M 165,628 +8,589 +5%
Citadel Advisors
10
Citadel Advisors
Florida
$4.81M 124,176 +111,542 +883%
RJA
11
Raymond James & Associates
Florida
$4.48M 115,506 -86,795 -43%
AFA
12
American Financial Advisors
Georgia
$4.44M 114,662 +485 +0.4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.73M 96,272 -36,048 -27%
GIA
14
Gladstone Institutional Advisory
Florida
$3.07M 79,151 -65,309 -45%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.91M 75,070 -82,270 -52%
Truist Financial
16
Truist Financial
North Carolina
$2.71M 69,994 +11,182 +19%
SOS
17
Silver Oak Securities
Tennessee
$2.28M 60,501 +60,501 New
Goldman Sachs
18
Goldman Sachs
New York
$1.52M 39,307 – –
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.46M 37,557 -12,009 -24%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$1.44M 37,271 +1,159 +3%
AI
21
Atria Investments
North Carolina
$1.4M 36,237 -4,161 -10%
MML Investors Services
22
MML Investors Services
Massachusetts
$933K 24,088 +2,870 +14%
TPCW
23
TD Private Client Wealth
New York
$748K 19,310 -80,335 -81%
CWM
24
Concentrum Wealth Management
California
$701K 18,100 +5 +0%
SWM
25
Spire Wealth Management
Virginia
$671K 17,313 +3,094 +22%
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