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First Trust SSI Strategic Convertible Securities ETF (FCVT) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for First Trust SSI Strategic Convertible Securities ETF (NASDAQ:FCVT)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$39.17M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$6.75M
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FCVT Institutional Buying and Selling by Quarter

First Trust SSI Strategic Convertible Securities ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2025 TSA Wealth Managment LLC6,915$241K0.1%N/A0.314%
4/23/2025 Continuum Advisory LLC2,753$96K0.0%-28.8%0.125%
4/22/2025 Cambridge Investment Research Advisors Inc.40,088$1.40M0.0%+120.9%1.822%
2/18/2025Elequin Capital LP24,833$914K0.1%-69.5%1.035%
2/18/2025 Continuum Advisory LLC3,867$142K0.0%+7.6%0.161%
2/17/2025Cetera Investment Advisers41,515$1.53M0.0%+37.8%1.730%
2/17/2025Bank of America Corp DE46,197$1.70M0.0%-1.1%1.925%
2/17/2025Benjamin Edwards Inc.5,733$211K0.0%-13.0%0.239%
2/14/2025Jane Street Group LLC11,902$438K0.0%-47.9%0.496%
2/14/2025OneDigital Investment Advisors LLC7,643$281K0.0%N/A0.318%
2/14/2025Concourse Financial Group Securities Inc.5,755$219K0.0%N/A0.240%
2/13/2025Advisory Services Network LLC22,254$819K0.0%N/A0.927%
2/13/2025Concentrum Wealth Management14,069$518K0.2%-4.8%0.586%
2/12/2025JPMorgan Chase & Co.6,039$222K0.0%-11.6%0.252%
2/11/2025LPL Financial LLC175,117$6.44M0.0%-0.2%7.297%
2/7/2025Independent Advisor Alliance92,271$3.40M0.0%N/A3.845%
2/6/2025Raymond James Financial Inc.304,766$11.21M0.0%N/A12.699%
2/3/2025Concurrent Investment Advisors LLC149,275$5.49M0.1%+87.6%6.220%
1/31/2025 Proactive Wealth Strategies LLC42,794$1.57M0.8%-1.7%1.783%
1/31/2025D.A. Davidson & CO.20,481$753K0.0%N/A0.853%
1/30/2025American Financial Advisors LLC10,463$385K0.1%-3.4%0.436%
1/28/2025Realta Investment Advisors7,276$270K0.1%N/A0.303%
1/27/2025Stratos Wealth Partners LTD.14,236$524K0.0%-4.5%0.593%
1/23/2025 Synergy Asset Management LLC4,723$169K0.0%N/A0.197%
11/15/2024 Continuum Advisory LLC3,595$133K0.0%-7.6%0.150%
11/15/2024Jane Street Group LLC22,862$816K0.0%-55.0%0.953%
11/15/2024Benjamin Edwards Inc.6,587$235K0.0%N/A0.274%
11/5/2024 Proactive Wealth Strategies LLC43,527$1.55M0.9%N/A1.814%
11/4/2024 Cottonwood Capital Advisors LLC8,371$299K0.2%-29.4%0.349%
10/31/2024Concurrent Investment Advisors LLC79,562$2.84M0.1%-49.3%3.315%
10/22/2024 International Assets Investment Management LLC106,103$3.79M0.0%+3,977.7%4.421%
10/11/2024 Iams Wealth Management LLC5,748$205K0.1%N/A0.240%
8/22/2024Cetera Investment Advisers32,323$1.10M0.0%-2.4%1.347%
8/12/2024SkyOak Wealth LLC11,636$394K0.1%-5.9%0.485%
7/31/2024Concurrent Investment Advisors LLC157,041$5.32M0.2%N/A6.543%
7/30/2024 International Assets Investment Management LLC2,602$88K0.0%N/A0.108%
7/19/2024Raymond James & Associates92,731$3.14M0.0%+43.7%3.864%
7/10/2024CWM LLC55,810$1.89M0.0%+4,896.4%2.325%
5/17/2024Coppell Advisory Solutions Corp.121,042$4.13M0.8%N/A5.043%
4/29/2024Benjamin F. Edwards & Company Inc.4,838$165K0.0%-34.6%0.206%
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Thanks to President Trump… A $900 investment across5 specific cryptos… Could gain 12,000% so quickly that, just 12 months later…

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4/26/2024 Cottonwood Capital Advisors LLC11,980$395K0.3%-2.6%0.510%
4/22/2024American Financial Advisors LLC23,251$793K0.1%-21.7%0.989%
2/13/2024Tower Research Capital LLC TRC 1,226$41K0.0%N/A0.038%
2/6/2024Benjamin F. Edwards & Company Inc.7,393$246K0.0%+7.9%0.231%
2/6/2024Concentrum Wealth Management15,351$512K0.0%-2.6%0.480%
2/2/2024Truist Financial Corp27,886$929K0.0%N/A0.871%
2/1/2024CWM LLC1,307$44K0.0%+220.3%0.041%
1/31/2024American Financial Advisors LLC29,709$990K0.1%-30.5%0.928%
1/25/2024 International Assets Investment Management LLC86,713$2.89M0.0%N/A2.710%
1/25/2024 Retireful LLC89,218$2.97M1.3%N/A2.788%
1/24/2024 International Assets Investment Management LLC86,713$2.89M0.0%N/A2.710%
1/16/2024Raymond James Financial Services Advisors Inc.32,602$1.09M0.0%-8.1%1.019%
1/16/2024Raymond James & Associates66,776$2.23M0.0%-1.8%2.087%
1/12/2024SkyOak Wealth LLC12,366$412K0.1%-3.5%0.386%
11/13/2023LPL Financial LLC157,287$4.89M0.0%-24.1%4.915%
11/13/2023Kestra Advisory Services LLC15,944$495K0.0%-34.8%0.498%
11/8/2023D.A. Davidson & CO.9,608$299K0.0%-43.8%0.300%
11/6/2023 Cottonwood Capital Advisors LLC13,212$410K0.4%-6.0%0.413%
11/1/2023Csenge Advisory Group8,279$257K0.0%-8.4%0.259%
10/24/2023SkyOak Wealth LLC12,816$398K0.1%-5.6%0.401%
10/24/2023Stratos Wealth Partners LTD.13,664$425K0.0%+6.4%0.427%
10/24/2023Raymond James Financial Services Advisors Inc.35,480$1.10M0.0%-2.5%1.109%
10/24/2023Raymond James & Associates67,997$2.11M0.0%-26.2%2.125%
10/24/2023 Cambridge Investment Research Advisors Inc.22,362$695K0.0%-16.3%0.699%
8/11/2023Kestra Advisory Services LLC24,464$799K0.0%-68.7%0.765%
8/11/2023Guggenheim Capital LLC42,897$1.40M0.0%-1.4%1.341%
8/10/2023Osaic Holdings Inc.90,762$2.97M0.0%-14.2%2.836%
8/10/2023Cetera Advisor Networks LLC14,097$460K0.0%-4.5%0.441%
8/4/2023Envestnet Asset Management Inc.34,254$1.12M0.0%-54.4%1.038%
8/4/2023 Cottonwood Capital Advisors LLC14,053$459K0.4%-2.6%0.426%
8/2/2023Bank of Montreal Can55,083$1.80M0.0%N/A1.669%
7/31/2023LPL Financial LLC207,324$6.77M0.0%-47.2%6.283%
7/25/2023Raymond James Financial Services Advisors Inc.36,402$1.19M0.0%-8.8%1.103%
7/25/2023Raymond James & Associates92,104$3.01M0.0%-4.8%2.791%
7/20/2023Csenge Advisory Group9,037$295K0.0%-13.9%0.274%
7/18/2023Stratos Wealth Partners LTD.12,841$419K0.0%+2.8%0.389%
7/13/2023American Financial Advisors LLC52,788$1.72M0.3%-18.4%1.600%
7/13/2023 Cambridge Investment Research Advisors Inc.26,732$873K0.0%-10.5%0.810%
5/11/2023Guggenheim Capital LLC43,487$1.39M0.0%-1.4%1.191%
5/10/2023LPL Financial LLC392,873$12.54M0.0%-10.0%10.764%
5/3/2023Concentrum Wealth Management15,797$504K0.4%-2.0%0.433%
5/2/2023SkyOak Wealth LLC13,576$433K0.1%-3.3%0.372%
5/1/2023Csenge Advisory Group10,500$335K0.0%-41.4%0.288%
4/27/2023Stratos Wealth Partners LTD.12,491$399K0.0%-6.4%0.342%
4/27/2023Benjamin F. Edwards & Company Inc.6,805$217K0.0%-10.4%0.186%
4/25/2023Foundations Investment Advisors LLC60,809$1.94M0.1%+8.8%1.666%
4/25/2023D.A. Davidson & CO.16,933$540K0.0%+3.1%0.464%
4/18/2023American Financial Advisors LLC64,683$2.06M0.3%-5.5%1.772%
4/18/2023 First Hawaiian Bank77,535$2.47M0.1%N/A2.124%
4/14/2023Raymond James Financial Services Advisors Inc.39,925$1.27M0.0%-61.8%1.094%
Trump Treasure April 19 (Ad)

Thanks to President Trump… A $900 investment across5 specific cryptos… Could gain 12,000% so quickly that, just 12 months later…

If I’m right about this (like I was before) a modest $900 investment…
4/14/2023Raymond James & Associates96,714$3.09M0.0%-17.3%2.650%
2/14/2023Tyler Stone Wealth Management2,925$93K0.1%-66.8%0.050%
2/13/2023GeoWealth Management LLC40,753$1.29M0.1%N/A0.697%
2/10/2023 Continuum Advisory LLC8,883$282K0.1%-96.8%0.152%
2/10/2023Advisor Group Holdings Inc.114,031$3.61M0.0%-7.7%1.949%
2/10/2023PNC Financial Services Group Inc.36,495$1.16M0.0%+888.5%0.624%
2/9/2023Elequin Securities LLC7,054$224K0.1%-21.2%0.121%
2/8/2023Raymond James Financial Services Advisors Inc.104,583$3.31M0.0%-9.3%1.788%
2/8/2023Raymond James & Associates116,926$3.71M0.0%+21.1%1.999%
2/8/2023Belpointe Asset Management LLC2,810$89K0.0%N/A0.048%
(Data available from 1/1/2016 forward)

FCVT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FCVT shares?

During the previous two years, 42 institutional investors and hedge funds held shares of First Trust SSI Strategic Convertible Securities ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($11.21M), LPL Financial LLC ($6.44M), Concurrent Investment Advisors LLC ($5.49M), Coppell Advisory Solutions Corp. ($4.13M), International Assets Investment Management LLC ($3.79M), Independent Advisor Alliance ($3.40M), and Raymond James & Associates ($3.14M).Learn more on FCVT's institutional investors.

Which institutional investors have been buying First Trust SSI Strategic Convertible Securities ETF stock?

Of the 26 institutional investors that purchased First Trust SSI Strategic Convertible Securities ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($304.77K), International Assets Investment Management LLC ($279.53K), Concurrent Investment Advisors LLC ($226.75K), Coppell Advisory Solutions Corp. ($121.04K), Independent Advisor Alliance ($92.27K), Retireful LLC ($89.22K), and CWM LLC ($55.59K).

How much institutional buying is happening at First Trust SSI Strategic Convertible Securities ETF?

Institutional investors have bought a total of 1,447,804 shares in the last 24 months. This purchase volume represents approximately $50.78M in transactions.

Which First Trust SSI Strategic Convertible Securities ETF major shareholders have been selling company stock?

Of the 26 institutional investors that sold First Trust SSI Strategic Convertible Securities ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($279.61K), Concurrent Investment Advisors LLC ($77.48K), Kestra Advisory Services LLC ($62.18K), Elequin Capital LP ($56.59K), Envestnet Asset Management Inc. ($40.85K), Jane Street Group LLC ($38.85K), and American Financial Advisors LLC ($31.74K).

How much institutional selling is happening at First Trust SSI Strategic Convertible Securities ETF?

Institutional investors have sold a total of 684,968 shares in the last 24 months. This volume of shares sold represents approximately $24.57M in transactions.



This page (NASDAQ:FCVT) was last updated on 4/26/2025 by MarketBeat.com Staff
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