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First Trust SSI Strategic Convertible Securities ETF

49 hedge funds and large institutions have $54.9M invested in First Trust SSI Strategic Convertible Securities ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
49
Holders Change
+8
Holders Change %
+19.51%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
9
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$11.2M 304,766 +304,766 New
LPL Financial
2
LPL Financial
California
$6.44M 175,117 -273 -0.2%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.97M 162,236 +136,750 +537%
CIA
4
Concurrent Investment Advisors
Florida
$5.49M 149,275 +69,713 +88%
Morgan Stanley
5
Morgan Stanley
New York
$3.78M 102,788 +5,589 +6%
IAA
6
Independent Advisor Alliance
North Carolina
$3.39M 92,271 +92,271 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.27M 61,787 +194 +0.3%
Bank of America
8
Bank of America
North Carolina
$1.7M 46,197 -509 -1%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$1.61M 43,639 +42,184 +2,899%
PWS
10
Proactive Wealth Strategies
Georgia
$1.57M 42,794 -733 -2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.53M 41,515 +11,395 +38%
EC
12
Elequin Capital
New York
$914K 24,833 -56,587 -70%
T
13
Tidemark
California
$829K 22,546
ASN
14
Advisory Services Network
Georgia
$819K 22,254 +22,254 New
DADC
15
D.A. Davidson & Co
Montana
$753K 20,481 +20,481 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$668K 18,145 -1,061 -6%
KAS
17
Kestra Advisory Services
Texas
$619K 16,820 +862 +5%
SWP
18
Stratos Wealth Partners
Ohio
$524K 14,236 -669 -4%
CWM
19
Concentrum Wealth Management
California
$518K 14,069 -702 -5%
Jane Street
20
Jane Street
New York
$438K 11,902 -10,960 -48%
SW
21
SkyOak Wealth
Michigan
$426K 11,574
CAS
22
Coppell Advisory Solutions
Texas
$405K 10,997
AFA
23
American Financial Advisors
Georgia
$385K 10,463 -367 -3%
CCA
24
Cottonwood Capital Advisors
Utah
$300K 8,165 -206 -2%
PWP
25
Pursue Wealth Partners
California
$294K 8,000