We are live on ! Find out more
FCVT icon

First Trust SSI Strategic Convertible Securities ETF

67 hedge funds and large institutions have $96.3M invested in First Trust SSI Strategic Convertible Securities ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 20

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

1% less funds holding

Funds holding: 6867 (-1)

17.76% less ownership

Funds ownership: 71.8%54.03% (-18%)

36% less capital invested

Capital invested by funds: $150M → $96.3M (-$53.9M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
19
Reduced
20
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$14M -$3.69M -106,812 -19%
LPL Financial
2
LPL Financial
California
$13.6M -$135K -3,920 -0.9%
Jane Street
3
Jane Street
New York
$8.04M +$8.79M +254,534 New
CAG
4
Csenge Advisory Group
Florida
$7.86M +$1.19M +34,354 +16%
CA
5
Continuum Advisory
Idaho
$7.83M +$552K +15,983 +7%
Morgan Stanley
6
Morgan Stanley
New York
$7.52M +$709K +20,519 +9%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$5.03M -$229K -6,625 -4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.31M +$289K +8,371 +9%
GIA
9
Gladstone Institutional Advisory
Florida
$2.84M +$368K +10,668 +13%
RJA
10
Raymond James & Associates
Florida
$2.75M -$979K -28,346 -25%
Verition Fund Management
11
Verition Fund Management
Connecticut
$2.71M +$2.53M +73,134 +575%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.68M -$571K -16,547 -16%
Citadel Advisors
13
Citadel Advisors
Florida
$2.05M -$2.05M -59,329 -48%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$1.25M +$73.6K +2,132 +6%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.19M -$1.29M -37,332 -50%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.18M -$9.81K -284 -0.8%
GC
17
Guggenheim Capital
Illinois
$1.02M +$1.11M +32,162 New
FIA
18
Foundations Investment Advisors
Arizona
$949K +$692K +20,031 +204%
Stifel Financial
19
Stifel Financial
Missouri
$892K +$975K +28,228 New
Truist Financial
20
Truist Financial
North Carolina
$632K -$1.73M -49,987 -71%
MIAN
21
Mariner Independent Advisor Network
Kansas
$597K +$644K +18,655 New
CWM
22
Concentrum Wealth Management
California
$572K +$345 +10 +0.1%
SWP
23
Stratos Wealth Partners
Ohio
$506K -$21.6K -626 -4%
MML Investors Services
24
MML Investors Services
Massachusetts
$456K -$334K -9,672 -40%
SW
25
SkyOak Wealth
Michigan
$444K

FCVT Hedge Fund Activity: Q2 2022 in Review

67 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust SSI Strategic Convertible Securities ETF (FCVT) for Q2 2022, worth a combined $96.3M — down 36% from $150M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of FCVT and 15 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 19 added.

The largest buyer was Jane Street, opening a new position worth an estimated $8.79M. The largest seller was Win Advisors, cutting an estimated $15.9M.

  • 67 institutional investors held First Trust SSI Strategic Convertible Securities ETF (FCVT) as of Q2 2022, down from 68 in Q1 2022.
  • Funds reported $96.3M of First Trust SSI Strategic Convertible Securities ETF stock for Q2 2022, down 36% quarter-over-quarter.
  • 15 funds opened new First Trust SSI Strategic Convertible Securities ETF positions in Q2 2022 and 16 closed out, a net change of -1 holder.
  • The largest First Trust SSI Strategic Convertible Securities ETF buyer in Q2 2022 was Jane Street, an estimated $8.79M added.
  • The largest First Trust SSI Strategic Convertible Securities ETF seller in Q2 2022 was Win Advisors, an estimated $15.9M sold.

Based on aggregated 13F filings for Q2 2022.