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First Trust SSI Strategic Convertible Securities ETF
FCVT

Overview Fund Activity

42 hedge funds and large institutions have $40.5M invested in First Trust SSI Strategic Convertible Securities ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 24 reducing their positions, and 11 closing their positions.

Holders
42
Holders Change
-6
Holders Change %
-12.5%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
4
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CASC
1
Coppell Advisory Solutions Corp
Texas
$4.13M
2
PAG
2
Private Advisory Group
Washington
$2.53M
3
EC
3
Elequin Capital
New York
$1.93M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.13M
5
CA
5
Continuum Advisory
Idaho
$131K

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.05M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.48M
3
RL
3
Retireful LLC
Michigan
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$242K
5
Truist Financial
5
Truist Financial
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$5.1M 149,611 -1,370 -0.9%
CASC
2
Coppell Advisory Solutions Corp
Texas
$4.13M 121,042 +121,042 New
Morgan Stanley
3
Morgan Stanley
New York
$3.48M 102,077 -106,993 -51%
Jane Street
4
Jane Street
New York
$3.05M 89,417 -355,327 -80%
FHB
5
First Hawaiian Bank
Hawaii
$2.64M 77,535 – –
PAG
6
Private Advisory Group
Washington
$2.53M 74,186 +74,186 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.42M 71,080 -16,076 -18%
RJA
8
Raymond James & Associates
Florida
$2.2M 64,526 -2,250 -3%
EC
9
Elequin Capital
New York
$1.93M 56,483 +56,483 New
Bank of America
10
Bank of America
North Carolina
$1.81M 53,206 -2,648 -5%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.13M 33,113 +33,113 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.09M 31,911 -691 -2%
CAN
13
Cetera Advisor Networks
California
$1.05M 30,897 +2,168 +8%
Osaic Holdings
14
Osaic Holdings
Arizona
$944K 27,757 -5,135 -16%
GC
15
Guggenheim Capital
Illinois
$861K 25,250 -16,302 -39%
T
16
Tidemark
California
$832K 24,403 +2,503 +11%
AFA
17
American Financial Advisors
Georgia
$793K 23,251 -6,458 -22%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$681K 19,979 -1,063 -5%
KAS
19
Kestra Advisory Services
Texas
$517K 15,174 -583 -4%
CWM
20
Concentrum Wealth Management
California
$508K 14,914 -437 -3%
SWP
21
Stratos Wealth Partners
Ohio
$468K 13,721 -143 -1%
SW
22
SkyOak Wealth
Michigan
$422K 12,366 – –
CCA
23
Cottonwood Capital Advisors
Utah
$395K 11,980 -323 -3%
PWP
24
Pursue Wealth Partners
California
$273K 8,000 – –
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$242K 7,092 -72,185 -91%
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