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First Trust SSI Strategic Convertible Securities ETF

60 hedge funds and large institutions have $51.3M invested in First Trust SSI Strategic Convertible Securities ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

9% more funds holding

Funds holding: 5560 (+5)

9.9% less ownership

Funds ownership: 64.49%54.59% (-9.9%)

11% less capital invested

Capital invested by funds: $57.6M → $51.3M (-$6.27M)

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$8.02M +$739K +18,291 +11%
CIA
2
Concurrent Investment Advisors
Florida
$7M -$5.67M -140,417 -46%
Jane Street
3
Jane Street
New York
$3.88M -$1.72M -42,491 -32%
Raymond James Financial
4
Raymond James Financial
Florida
$3.83M +$115K +2,844 +3%
Morgan Stanley
5
Morgan Stanley
New York
$3.41M -$2.3K -57 -0.1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.54M +$19.9K +492 +0.8%
PWS
7
Proactive Wealth Strategies
Georgia
$1.84M +$15.5K +383 +0.9%
Bank of America
8
Bank of America
North Carolina
$1.75M +$87.9K +2,177 +6%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.55M +$902K +22,347 +143%
KAS
10
Kestra Advisory Services
Texas
$1.42M -$239K -5,922 -15%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.3M -$121 -3 -0%
MPIA
12
Milestones Private Investment Advisors
New York
$1.29M -$75.6K -1,873 -6%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$1.26M -$218K -5,410 -15%
DADC
14
D.A. Davidson & Co
Montana
$1.11M +$62.3K +1,544 +6%
T
15
Tidemark
California
$964K
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$909K -$258K -6,378 -23%
RA
17
RiverTree Advisors
Florida
$674K +$636K +15,751 New
OIA
18
OneDigital Investment Advisors
Kansas
$622K -$8.92K -221 -1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$603K -$17.3K -429 -3%
SWP
20
Stratos Wealth Partners
Ohio
$589K +$14.2K +351 +3%
JP Morgan Chase
21
JP Morgan Chase
New York
$551K -$3.59K -89 -0.7%
SW
22
SkyOak Wealth
Michigan
$493K
SAM
23
Synergy Asset Management
Washington
$488K +$461K +11,414 New
CAS
24
Coppell Advisory Solutions
Texas
$463K
AFA
25
American Financial Advisors
Georgia
$379K -$10.3K -254 -3%

FCVT Hedge Fund Activity: Q3 2025 in Review

60 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in First Trust SSI Strategic Convertible Securities ETF (FCVT) for Q3 2025, worth a combined $51.3M — down 11% from $57.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FCVT positions and 4 closed out — a net gain of 5 holders — while 15 added to existing stakes and 18 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $902K. The largest seller was Concurrent Investment Advisors, cutting an estimated $5.67M.

  • 60 institutional investors held First Trust SSI Strategic Convertible Securities ETF (FCVT) as of Q3 2025, up from 55 in Q2 2025.
  • Funds reported $51.3M of First Trust SSI Strategic Convertible Securities ETF stock for Q3 2025, down 11% quarter-over-quarter.
  • 9 funds opened new First Trust SSI Strategic Convertible Securities ETF positions in Q3 2025 and 4 closed out, a net change of +5 holders.
  • The largest First Trust SSI Strategic Convertible Securities ETF buyer in Q3 2025 was Osaic Holdings, an estimated $902K added.
  • The largest First Trust SSI Strategic Convertible Securities ETF seller in Q3 2025 was Concurrent Investment Advisors, an estimated $5.67M sold.

Based on aggregated 13F filings for Q3 2025.