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First Trust SSI Strategic Convertible Securities ETF
FCVT

Overview Fund Activity

46 hedge funds and large institutions have $58.9M invested in First Trust SSI Strategic Convertible Securities ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 29 reducing their positions, and 15 closing their positions.

Holders
46
Holders Change
-15
Holders Change %
-24.59%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
29
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FHB
1
First Hawaiian Bank
Hawaii
$2.47M
2
KAS
2
Kestra Advisory Services
Texas
$2.49M
3
PFS
3
Prospera Financial Services
Texas
$243K
4
FIA
4
Foundations Investment Advisors
Arizona
$1.94M
5
UBS Group
5
UBS Group
Switzerland
$176K

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.87M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.63M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.27M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$12.5M 392,873 -43,754 -10%
Morgan Stanley
2
Morgan Stanley
New York
$6.63M 207,628 -82,795 -29%
Jane Street
3
Jane Street
New York
$4.87M 152,574 -435,336 -74%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.25M 133,093 -26,586 -17%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.38M 105,840 -8,191 -7%
RJA
6
Raymond James & Associates
Florida
$3.09M 96,714 -20,212 -17%
Bank of America
7
Bank of America
North Carolina
$2.72M 85,379 -35,596 -29%
KAS
8
Kestra Advisory Services
Texas
$2.49M 78,121 +62,183 +390%
FHB
9
First Hawaiian Bank
Hawaii
$2.47M 77,535 +77,535 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.4M 75,106 -114,628 -60%
AFA
11
American Financial Advisors
Georgia
$2.06M 64,683 -3,768 -6%
FIA
12
Foundations Investment Advisors
Arizona
$1.94M 60,809 +4,919 +9%
GC
13
Guggenheim Capital
Illinois
$1.39M 43,487 -631 -1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.27M 39,925 -64,658 -62%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$953K 29,861 -4,468 -13%
FCM
16
Family Capital Management
Michigan
$737K 23,084 – –
DADC
17
D.A. Davidson & Co
Montana
$540K 16,933 +503 +3%
CWM
18
Concentrum Wealth Management
California
$504K 15,797 -322 -2%
CAN
19
Cetera Advisor Networks
California
$471K 14,760 +846 +6%
CCA
20
Cottonwood Capital Advisors
Utah
$460K 14,422 +91 +0.6%
SW
21
SkyOak Wealth
Michigan
$433K 13,576 -470 -3%
SWP
22
Stratos Wealth Partners
Ohio
$399K 12,491 -853 -6%
CAG
23
Csenge Advisory Group
Florida
$335K 10,500 -7,422 -41%
WI
24
Wintrust Investments
Illinois
$262K 8,225 -195 -2%
PWP
25
Pursue Wealth Partners
California
$255K 8,000 – –
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