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First Trust SSI Strategic Convertible Securities ETF
FCVT

Overview Fund Activity

68 hedge funds and large institutions have $102M invested in First Trust SSI Strategic Convertible Securities ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 12 closing their positions.

Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
23
Reduced
15
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$5.91M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$2.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.53M
4
AFA
4
American Financial Advisors
Georgia
$2.21M
5
Morgan Stanley
5
Morgan Stanley
New York
$9.38M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$5.07M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$0
3
Jane Street
3
Jane Street
New York
$5.49M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.59M
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$14.2M 455,402 +26,291 +6%
Morgan Stanley
2
Morgan Stanley
New York
$9.38M 301,246 +63,279 +27%
CAG
3
Csenge Advisory Group
Florida
$8.57M 275,255 +26,633 +11%
CA
4
Continuum Advisory
Idaho
$8.57M 275,141 +27,186 +11%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$5.91M 189,768 +186,360 +5,468%
Jane Street
6
Jane Street
New York
$5.49M 176,097 -78,437 -31%
Bank of America
7
Bank of America
North Carolina
$5.07M 162,609 -280,460 -63%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.24M 136,082 +31,439 +30%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.85M 123,549 +39,038 +46%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.59M 115,272 -43,731 -28%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.53M 113,180 +75,442 +200%
RJA
12
Raymond James & Associates
Florida
$3.01M 96,566 +9,406 +11%
GIA
13
Gladstone Institutional Advisory
Florida
$2.61M 83,707 -6,112 -7%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$2.4M 76,995 +76,995 New
AFA
15
American Financial Advisors
Georgia
$2.21M 71,011 +71,011 New
Truist Financial
16
Truist Financial
North Carolina
$1.99M 63,769 +43,762 +219%
GC
17
Guggenheim Capital
Illinois
$1.44M 46,057 +13,895 +43%
WEPOG
18
Wealth Enhancement & Preservation of GA
Georgia
$1.3M 41,852 +32,612 +353%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$1.3M 41,669 +2,266 +6%
FIA
20
Foundations Investment Advisors
Arizona
$1.24M 39,945 +10,088 +34%
Citadel Advisors
21
Citadel Advisors
Florida
$1.22M 39,087 -25,760 -40%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$937K 30,069 -7,204 -19%
CWM
23
Concentrum Wealth Management
California
$502K 16,116 -1,994 -11%
Goldman Sachs
24
Goldman Sachs
New York
$490K 15,739 +15,739 New
DADC
25
D.A. Davidson & Co
Montana
$480K 15,405 +15,405 New
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