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First Trust SSI Strategic Convertible Securities ETF

66 hedge funds and large institutions have $69.4M invested in First Trust SSI Strategic Convertible Securities ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

79% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 14

35% more capital invested

Capital invested by funds: $51.3M → $69.4M (+$18.1M)

18.66% more ownership

Funds ownership: 54.59%73.25% (+19%)

10% more funds holding

Funds holding: 6066 (+6)

Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
25
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Concurrent Investment Advisors
Florida
$14.9M +$7.97M +183,410 +112%
LPL Financial
2
LPL Financial
California
$7.1M -$989K -22,747 -12%
Jane Street
3
Jane Street
New York
$4.33M +$429K +9,864 +11%
Raymond James Financial
4
Raymond James Financial
Florida
$4.25M +$403K +9,276 +10%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.82M +$1.29M +29,590 +50%
PAG
6
Private Advisory Group
Washington
$3.73M +$3.77M +86,666 New
Morgan Stanley
7
Morgan Stanley
New York
$3.69M +$257K +5,904 +7%
PWS
8
Proactive Wealth Strategies
Georgia
$1.85M -$3.74K -86 -0.2%
KAS
9
Kestra Advisory Services
Texas
$1.82M +$394K +9,057 +27%
Bank of America
10
Bank of America
North Carolina
$1.74M -$26.6K -611 -1%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.37M +$61.6K +1,416 +5%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.16M +$564K +12,968 +92%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.15M -$491K -11,287 -30%
PGWA
14
Plus Group Wealth Advisors
Wisconsin
$1.12M +$1.13M +25,927 New
MPIA
15
Milestones Private Investment Advisors
New York
$1.05M -$257K -5,906 -20%
DADC
16
D.A. Davidson & Co
Montana
$1.04M -$69.4K -1,596 -6%
HFA
17
Hershey Financial Advisers
Pennsylvania
$1.01M +$1.02M +23,490 New
T
18
Tidemark
California
$970K
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$969K +$738K +16,983 +306%
Stifel Financial
20
Stifel Financial
Missouri
$888K +$570K +13,104 +174%
Truist Financial
21
Truist Financial
North Carolina
$831K +$840K +19,315 New
EC
22
Elequin Capital
New York
$753K +$384K +8,826 +102%
RA
23
RiverTree Advisors
Florida
$750K +$73.3K +1,687 +11%
JP Morgan Chase
24
JP Morgan Chase
New York
$678K +$125K +2,883 +22%
SWP
25
Stratos Wealth Partners
Ohio
$615K +$22.6K +520 +4%