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First Trust SSI Strategic Convertible Securities ETF
FCVT

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$19.1M +$5.22M +103,809 +29%
Bank of America
2
Bank of America
North Carolina
$11M +$300K +5,963 +2%
CAG
3
Csenge Advisory Group
Florida
$10.3M -$162K -3,214 -2%
RJA
4
Raymond James & Associates
Florida
$8.38M +$123K +2,450 +1%
Morgan Stanley
5
Morgan Stanley
New York
$7.55M -$2.66M -52,911 -22%
CA
6
Continuum Advisory
Idaho
$7.36M +$8.94M +177,663 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.52M +$5.87M +116,763 +288%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$6.5M +$533K +10,599 +7%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$6.07M +$7.38M +146,672 New
GIA
10
Gladstone Institutional Advisory
Florida
$5.98M +$2.59M +51,439 +55%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.48M +$4.01M +79,687 +151%
AFA
12
American Financial Advisors
Georgia
$4.73M -$12.9M -256,767 -69%
TPCW
13
TD Private Client Wealth
New York
$4.13M +$5.01M +99,645 New
Osaic Holdings
14
Osaic Holdings
Arizona
$3.45M -$43.5K -865 -1%
WA
15
Win Advisors
Florida
$2.86M +$3.48M +69,156 New
Truist Financial
16
Truist Financial
North Carolina
$2.44M +$188K +3,735 +7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.05M +$12.5K +249 +0.5%
AI
18
Atria Investments
North Carolina
$1.67M +$63.6K +1,264 +3%
Goldman Sachs
19
Goldman Sachs
New York
$1.63M – – –
Stifel Financial
20
Stifel Financial
Missouri
$1.54M +$16.3K +324 +0.9%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$1.5M +$70.8K +1,407 +4%
PAG
22
Private Advisory Group
Washington
$1.49M +$426K +8,464 +31%
PFS
23
Prospera Financial Services
Texas
$1.18M -$55.3K -1,100 -4%
LAS
24
LWM Advisory Services
Florida
$1.09M +$1.32M +26,277 New
MML Investors Services
25
MML Investors Services
Massachusetts
$879K +$138K +2,735 +15%
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