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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
$8.24M +$987K +21,742 +13%
CIA
2
Concurrent Investment Advisors
Florida
$7.62M -$7.93M -174,629 -50%
Osaic Holdings
3
Osaic Holdings
Arizona
$7.28M +$6.27M +138,131 +517%
Raymond James Financial
4
Raymond James Financial
Florida
$5.17M +$823K +18,131 +18%
Jane Street
5
Jane Street
New York
$4.11M -$350K -7,701 -8%
PWS
6
Proactive Wealth Strategies
Georgia
$3.68M +$1.82M +40,173 +93%
Morgan Stanley
7
Morgan Stanley
New York
$3.3M -$494K -10,876 -13%
PAG
8
Private Advisory Group
Washington
$3.18M -$669K -14,735 -17%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.08M +$1.94M +42,755 +158%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.79M -$1.17M -25,782 -29%
IAA
11
Independent Advisor Alliance
North Carolina
$2.26M +$2.32M +51,104 New
FFAS
12
FIG Financial Advisory Services
Oklahoma
$2.2M +$2.26M +49,867 New
Bank of America
13
Bank of America
North Carolina
$2.04M +$264K +5,805 +14%
KAS
14
Kestra Advisory Services
Texas
$1.85M -$15.9K -350 -0.8%
Truist Financial
15
Truist Financial
North Carolina
$1.49M +$656K +14,444 +75%
RA
16
RiverTree Advisors
Florida
$1.47M +$716K +15,774 +90%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.45M +$42.3K +931 +3%
MPIA
18
Milestones Private Investment Advisors
New York
$1.22M +$148K +3,255 +13%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$1.17M +$908K +19,991 +313%
PGWA
20
Plus Group Wealth Advisors
Wisconsin
$1.15M +$5.4K +119 +0.5%
HFA
21
Hershey Financial Advisers
Pennsylvania
$1.08M +$38.4K +846 +4%
DADC
22
D.A. Davidson & Co
Montana
$1.07M +$1.41K +31 +0.1%
T
23
Tidemark
California
$996K – – –
Stifel Financial
24
Stifel Financial
Missouri
$831K -$82.1K -1,808 -9%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$796K -$205K -4,515 -20%
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