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First Trust SSI Strategic Convertible Securities ETF

54 hedge funds and large institutions have $61.5M invested in First Trust SSI Strategic Convertible Securities ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
13
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
1
Concurrent Investment Advisors
Florida
$11.8M +$5.74M +147,941 +95%
LPL Financial
2
LPL Financial
California
$6.57M +$178K +4,580 +3%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.78M +$4.98M +135,075 +620%
AAS
4
Ameritas Advisory Services
Nebraska
$5.55M +$5.55M +143,088 New
Jane Street
5
Jane Street
New York
$5.17M +$4.48M +115,423 +646%
Raymond James Financial
6
Raymond James Financial
Florida
$3.36M -$7.23M -186,338 -68%
Morgan Stanley
7
Morgan Stanley
New York
$3.1M -$155K -3,996 -5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.28M -$462K -11,916 -17%
PWS
9
Proactive Wealth Strategies
Georgia
$1.66M +$5.24K +135 +0.3%
KAS
10
Kestra Advisory Services
Texas
$1.52M +$449K +11,571 +42%
Bank of America
11
Bank of America
North Carolina
$1.51M -$182K -4,682 -11%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$1.36M -$262K -6,751 -16%
EC
13
Elequin Capital
New York
$1.24M -$1.39M -35,940 -53%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.18M -$523K -13,481 -31%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.07M +$714K +18,410 +200%
DADC
16
D.A. Davidson & Co
Montana
$944K +$944K +24,314 New
T
17
Tidemark
California
$875K
OIA
18
OneDigital Investment Advisors
Kansas
$573K -$26.6K -685 -4%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$563K -$991K -25,569 -64%
SWP
20
Stratos Wealth Partners
Ohio
$521K -$2.99K -77 -0.6%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$503K +$96.5K +2,487 +24%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$479K +$479K +12,336 New
SW
23
SkyOak Wealth
Michigan
$448K -$1.48K -38 -0.3%
CAS
24
Coppell Advisory Solutions
Texas
$418K -$3.89K -101 -0.9%
AFA
25
American Financial Advisors
Georgia
$354K -$46.5K -1,198 -12%