Free Trial
→ New “Trump” currency proposed in DC (From Paradigm Press) (Ad) Buy FCVT Stock  Free FCVT Stock Alerts

This company has been marked as potentially delisted and may not be actively trading.

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

Compare

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

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$38.17M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$6.94M
Get FCVT Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust SSI Strategic Convertible Securities ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FCVT Institutional Buying and Selling by Quarter

Remove Ads

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025Elequin Capital LP24,833$914K0.1%-69.5%1.035%
2/18/2025Continuum 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%
1/31/2025Proactive 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%
1/23/2025Synergy Asset Management LLC4,723$169K0.0%N/A0.197%
11/15/2024Continuum 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%
11/5/2024Proactive Wealth Strategies LLC43,527$1.55M0.9%N/A1.814%
11/4/2024Cottonwood Capital Advisors LLC8,371$299K0.2%-29.4%0.349%
10/31/2024Concurrent Investment Advisors LLC79,562$2.84M0.1%-49.3%3.315%
10/22/2024International Assets Investment Management LLC106,103$3.79M0.0%+3,977.7%4.421%
10/11/2024Iams 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%
7/30/2024International 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%
4/26/2024Cottonwood 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%
Trump to unlock 15-figure fortune for America (May 3rd) ? (Ad)

We were shown this map by former Presidential Advisor, Jim Rickards, one of the most politically connected men in America. Rickards has spent his fifty-year career in the innermost circles of the U.S. government and banking. And he believes Trump could soon release this frozen asset to the public.

But something even more spectacular is bound to happen. And those who know what to expect could make
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%
1/25/2024International Assets Investment Management LLC86,713$2.89M0.0%N/A2.710%
1/25/2024Retireful LLC89,218$2.97M1.3%N/A2.788%
1/24/2024International 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%
11/6/2023Cottonwood 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%
10/24/2023Cambridge 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%
8/4/2023Cottonwood 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%
7/13/2023Cambridge 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%
4/18/2023First 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%
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%
Here’s How to Claim Your Stake in Elon’s Private Company, xAI (Ad)

Even though xAI is a private company, tech legend and angel investor Jeff Brown found a way for everyday folks like you… To partner with Elon on what he believes will be the biggest AI project of the century… Starting with as little as $500.

Click here to see how you could take a stake in Elon’s private company…
2/10/2023Continuum 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%
2/8/2023Cambridge Investment Research Advisors Inc.34,329$1.09M0.0%+14.2%0.587%
2/7/2023Paul Damon & Associates Inc.23,084$732K0.5%N/A0.395%
2/7/2023Commonwealth Equity Services LLC8,673$274K0.0%-7.3%0.148%
(Data available from 1/1/2016 forward)

Remove Ads

FCVT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FCVT shares?

During the previous two years, 43 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 First Hawaiian Bank ($77.54K).

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

Institutional investors have bought a total of 1,501,903 shares in the last 24 months. This purchase volume represents approximately $55.07M 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), Raymond James Financial Services Advisors Inc. ($71.98K), Kestra Advisory Services LLC ($62.18K), Elequin Capital LP ($56.59K), Raymond James & Associates ($50.15K), and Envestnet Asset Management Inc. ($40.85K).

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

Institutional investors have sold a total of 772,492 shares in the last 24 months. This volume of shares sold represents approximately $30.19M in transactions.



This page (NASDAQ:FCVT) was last updated on 4/3/2025 by MarketBeat.com Staff
From Our Partners
Trump Allies Confirm Exec Order 14024 Triggers Dollar Collapse
Executive Order 14024 is paving the way for irreversible damage to the dollar's value—threatening your wealth,...
Priority Gold | Sponsored
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
America’s Retirement Accounts Are at Risk—Here’s Why
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars
Musk confirmed that SpaceX's Starship will carry Optimus to Mars in 2026 as part of an autonomous mission to h...
InvestorPlace | Sponsored
Now I look stupid. Real stupid...
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
Most gold “analysts” aren’t really gold analysts… [watch out]
People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “g...
Golden Portfolio | Sponsored
Caught on Camera: Elon Musk’s “Area 51”
You won’t believe what tech legend Jeff Brown found in what he calls Elon Musk’s “Area 51.” (Click here to see...
Brownstone Research | Sponsored
Retirement Nightmare? It’s Already Happening.
The market is on edge. Every day, another company slashes its dividend, leaving investors scrambling. Intel...
Investors Alley | Sponsored