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First Trust SSI Strategic Convertible Securities ETF

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.

New
Increased
Maintained
Reduced
Closed

6.19% less ownership

Funds ownership: 54.66%48.47% (-6.2%)

13% less funds holding

Funds holding: 4842 (-6)

28% less capital invested

Capital invested by funds: $56.5M → $40.5M (-$16M)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

83% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 24

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
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.1M -$45.4K -1,370 -0.9%
CASC
2
Coppell Advisory Solutions Corp
Texas
$4.13M +$4.01M +121,042 New
Morgan Stanley
3
Morgan Stanley
New York
$3.48M -$3.55M -106,993 -51%
Jane Street
4
Jane Street
New York
$3.05M -$11.8M -355,327 -80%
FHB
5
First Hawaiian Bank
Hawaii
$2.64M
PAG
6
Private Advisory Group
Washington
$2.53M +$2.46M +74,186 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.42M -$533K -16,076 -18%
RJA
8
Raymond James & Associates
Florida
$2.2M -$74.6K -2,250 -3%
EC
9
Elequin Capital
New York
$1.93M +$1.87M +56,483 New
Bank of America
10
Bank of America
North Carolina
$1.81M -$87.8K -2,648 -5%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.13M +$1.1M +33,113 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.09M -$22.9K -691 -2%
CAN
13
Cetera Advisor Networks
California
$1.05M +$71.8K +2,168 +8%
Osaic Holdings
14
Osaic Holdings
Arizona
$944K -$170K -5,135 -16%
GC
15
Guggenheim Capital
Illinois
$861K -$540K -16,302 -39%
T
16
Tidemark
California
$832K +$83K +2,503 +11%
AFA
17
American Financial Advisors
Georgia
$793K -$214K -6,458 -22%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$681K -$35.2K -1,063 -5%
KAS
19
Kestra Advisory Services
Texas
$517K -$19.3K -583 -4%
CWM
20
Concentrum Wealth Management
California
$508K -$14.5K -437 -3%
SWP
21
Stratos Wealth Partners
Ohio
$468K -$4.74K -143 -1%
SW
22
SkyOak Wealth
Michigan
$422K
CCA
23
Cottonwood Capital Advisors
Utah
$395K -$10.7K -323 -3%
PWP
24
Pursue Wealth Partners
California
$273K
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$242K -$2.39M -72,185 -91%

FCVT Hedge Fund Activity: Q1 2024 in Review

42 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust SSI Strategic Convertible Securities ETF (FCVT) for Q1 2024, worth a combined $40.5M — down 28% from $56.5M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of FCVT and 6 opened new positions — a net loss of 5 holders — while 24 trimmed existing stakes and 4 added.

The largest buyer was Private Advisory Group, opening a new position worth an estimated $2.46M. The largest seller was Jane Street, cutting an estimated $11.8M.

  • 42 institutional investors held First Trust SSI Strategic Convertible Securities ETF (FCVT) as of Q1 2024, down from 48 in Q4 2023.
  • Funds reported $40.5M of First Trust SSI Strategic Convertible Securities ETF stock for Q1 2024, down 28% quarter-over-quarter.
  • 6 funds opened new First Trust SSI Strategic Convertible Securities ETF positions in Q1 2024 and 11 closed out, a net change of -5 holders.
  • The largest First Trust SSI Strategic Convertible Securities ETF buyer in Q1 2024 was Private Advisory Group, an estimated $2.46M added.
  • The largest First Trust SSI Strategic Convertible Securities ETF seller in Q1 2024 was Jane Street, an estimated $11.8M sold.

Based on aggregated 13F filings for Q1 2024.