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First Trust SSI Strategic Convertible Securities ETF
FCVT

Overview Fund Activity

61 hedge funds and large institutions have $89.9M invested in First Trust SSI Strategic Convertible Securities ETF in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 18 closing their positions.

Holders
61
Holders Change
-7
Holders Change %
-10.29%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
17
Reduced
21
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$18.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.01M
3
CPG
3
Cornerstone Planning Group
New Jersey
$1.37M
4
GM
4
GeoWealth Management
Illinois
$1.29M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.16M

Top Sellers

1
CA
1
Continuum Advisory
Idaho
$282K
2
CAG
2
Csenge Advisory Group
Florida
$568K
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$17K
4
GIA
4
Gladstone Institutional Advisory
Florida
$291K
5
Truist Financial
5
Truist Financial
North Carolina
$498K
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
1
Jane Street
New York
$18.6M 587,910 +411,813 +234%
LPL Financial
2
LPL Financial
California
$13.8M 436,627 -18,775 -4%
Morgan Stanley
3
Morgan Stanley
New York
$9.2M 290,423 -10,823 -4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.01M 189,734 +76,554 +68%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.06M 159,679 +23,597 +17%
Bank of America
6
Bank of America
North Carolina
$3.83M 120,975 -41,634 -26%
RJA
7
Raymond James & Associates
Florida
$3.71M 116,926 +20,360 +21%
Osaic Holdings
8
Osaic Holdings
Arizona
$3.61M 114,031 -9,518 -8%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.31M 104,583 -10,689 -9%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$2.45M 77,298 +303 +0.4%
AFA
11
American Financial Advisors
Georgia
$2.17M 68,451 -2,560 -4%
FIA
12
Foundations Investment Advisors
Arizona
$1.77M 55,890 +15,945 +40%
GC
13
Guggenheim Capital
Illinois
$1.4M 44,118 -1,939 -4%
CPG
14
Cornerstone Planning Group
New Jersey
$1.37M 42,686 +42,686 New
GM
15
GeoWealth Management
Illinois
$1.29M 40,753 +40,753 New
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$1.16M 36,495 +32,803 +888%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.09M 34,329 +4,260 +14%
FCM
18
Family Capital Management
Michigan
$732K 23,084 +23,084 New
CAG
19
Csenge Advisory Group
Florida
$568K 17,922 -257,333 -93%
MML Investors Services
20
MML Investors Services
Massachusetts
$539K 17,019 +3,834 +29%
DADC
21
D.A. Davidson & Co
Montana
$521K 16,430 +1,025 +7%
CWM
22
Concentrum Wealth Management
California
$511K 16,119 +3 +0%
KAS
23
Kestra Advisory Services
Texas
$505K 15,938 +15,938 New
Truist Financial
24
Truist Financial
North Carolina
$498K 15,709 -48,060 -75%
CCA
25
Cottonwood Capital Advisors
Utah
$454K 14,331 +12 +0.1%
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