First Trust SSI Strategic Convertible Securities ETF
FCVT
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.
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: 60 → 66 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$7.97M |
| 2 |
PAG
Private Advisory Group
Redmond,
Washington
|
+$3.77M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.29M |
| 4 |
HFA
Hershey Financial Advisers
Lancaster,
Pennsylvania
|
+$1.02M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$840K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.01M |
| 2 |
LPL Financial
San Diego,
California
|
-$989K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$491K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$439K |
| 5 |
MPIA
Milestones Private Investment Advisors
Fairport,
New York
|
-$257K |
FCVT Hedge Fund Activity: Q4 2025 in Review
66 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in First Trust SSI Strategic Convertible Securities ETF (FCVT) for Q4 2025, worth a combined $69.4M — up 35% from $51.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FCVT positions and 4 closed out — a net gain of 6 holders — while 25 added to existing stakes and 14 trimmed.
The largest buyer was Concurrent Investment Advisors, adding an estimated $7.97M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $1.01M.
- 66 institutional investors held First Trust SSI Strategic Convertible Securities ETF (FCVT) as of Q4 2025, up from 60 in Q3 2025.
- Funds reported $69.4M of First Trust SSI Strategic Convertible Securities ETF stock for Q4 2025, up 35% quarter-over-quarter.
- 10 funds opened new First Trust SSI Strategic Convertible Securities ETF positions in Q4 2025 and 4 closed out, a net change of +6 holders.
- The largest First Trust SSI Strategic Convertible Securities ETF buyer in Q4 2025 was Concurrent Investment Advisors, an estimated $7.97M added.
- The largest First Trust SSI Strategic Convertible Securities ETF seller in Q4 2025 was Carson Wealth (CWM LLC), an estimated $1.01M sold.
Based on aggregated 13F filings for Q4 2025.