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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)
8
Total
Institutional Inflows
(last 12 months)
$11.61M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$14.45M
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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
4/29/2024 Benjamin F. Edwards & Company Inc.4,838$165K0.0%-34.6%0.206%
4/26/2024 Cottonwood Capital Advisors LLC11,980$395K0.3%-2.6%0.510%
4/22/2024 American Financial Advisors LLC23,251$793K0.1%-21.7%0.989%
2/13/2024Tower Research Capital LLC TRC 1,226$41K0.0%N/A0.038%
2/6/2024 Benjamin F. Edwards & Company Inc.7,393$246K0.0%+7.9%0.231%
2/6/2024 Concentrum Wealth Management15,351$512K0.0%-2.6%0.480%
2/2/2024 Truist Financial Corp27,886$929K0.0%N/A0.871%
2/1/2024 CWM LLC1,307$44K0.0%+220.3%0.041%
1/31/2024 American 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%
1/16/2024 Raymond James Financial Services Advisors Inc.32,602$1.09M0.0%-8.1%1.019%
1/16/2024 Raymond James & Associates66,776$2.23M0.0%-1.8%2.087%
1/12/2024 SkyOak Wealth LLC12,366$412K0.1%-3.5%0.386%
11/13/2023 LPL Financial LLC157,287$4.89M0.0%-24.1%4.915%
11/13/2023Kestra Advisory Services LLC15,944$495K0.0%-34.8%0.498%
11/8/2023 D.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%
11/1/2023 Csenge Advisory Group8,279$257K0.0%-8.4%0.259%
10/24/2023 SkyOak Wealth LLC12,816$398K0.1%-5.6%0.401%
10/24/2023 Stratos Wealth Partners LTD.13,664$425K0.0%+6.4%0.427%
10/24/2023 Raymond James Financial Services Advisors Inc.35,480$1.10M0.0%-2.5%1.109%
10/24/2023 Raymond 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%
8/11/2023 Guggenheim Capital LLC42,897$1.40M0.0%-1.4%1.341%
8/10/2023 Osaic Holdings Inc.90,762$2.97M0.0%-14.2%2.836%
8/10/2023Cetera Advisor Networks LLC14,097$460K0.0%-4.5%0.441%
8/4/2023 Envestnet 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%
8/2/2023 Bank of Montreal Can55,083$1.80M0.0%N/A1.669%
7/31/2023 LPL Financial LLC207,324$6.77M0.0%-47.2%6.283%
7/25/2023 Raymond James Financial Services Advisors Inc.36,402$1.19M0.0%-8.8%1.103%
7/25/2023 Raymond James & Associates92,104$3.01M0.0%-4.8%2.791%
7/20/2023 Csenge Advisory Group9,037$295K0.0%-13.9%0.274%
7/18/2023 Stratos Wealth Partners LTD.12,841$419K0.0%+2.8%0.389%
7/13/2023 American 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%
5/11/2023 Guggenheim Capital LLC43,487$1.39M0.0%-1.4%1.191%
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5/10/2023 LPL Financial LLC392,873$12.54M0.0%-10.0%10.764%
5/3/2023 Concentrum Wealth Management15,797$504K0.4%-2.0%0.433%
5/2/2023 SkyOak Wealth LLC13,576$433K0.1%-3.3%0.372%
5/1/2023 Csenge Advisory Group10,500$335K0.0%-41.4%0.288%
4/27/2023 Stratos Wealth Partners LTD.12,491$399K0.0%-6.4%0.342%
4/27/2023 Benjamin F. Edwards & Company Inc.6,805$217K0.0%-10.4%0.186%
4/25/2023 Foundations Investment Advisors LLC60,809$1.94M0.1%+8.8%1.666%
4/25/2023 D.A. Davidson & CO.16,933$540K0.0%+3.1%0.464%
4/18/2023 American Financial Advisors LLC64,683$2.06M0.3%-5.5%1.772%
4/18/2023 First Hawaiian Bank77,535$2.47M0.1%N/A2.124%
4/14/2023 Raymond James Financial Services Advisors Inc.39,925$1.27M0.0%-61.8%1.094%
4/14/2023 Raymond 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%
2/10/2023 Advisor Group Holdings Inc.114,031$3.61M0.0%-7.7%1.949%
2/10/2023 PNC 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%
2/8/2023 Raymond James Financial Services Advisors Inc.104,583$3.31M0.0%-9.3%1.788%
2/8/2023 Raymond James & Associates116,926$3.71M0.0%+21.1%1.999%
2/8/2023 Belpointe Asset Management LLC2,810$89K0.0%N/A0.048%
2/8/2023 Cambridge Investment Research Advisors Inc.34,329$1.09M0.0%+14.2%0.587%
2/7/2023 Paul Damon & Associates Inc.23,084$732K0.5%N/A0.395%
2/7/2023Commonwealth Equity Services LLC8,673$274K0.0%-7.3%0.148%
2/7/2023 Benjamin F. Edwards & Company Inc.7,596$241K0.0%-81.8%0.130%
2/7/2023 LPL Financial LLC436,627$13.84M0.0%-4.1%7.464%
2/7/2023IFP Advisors Inc1,563$48K0.0%+66.5%0.027%
2/7/2023 Envestnet Asset Management Inc.189,734$6.01M0.0%+67.6%3.243%
2/3/2023 D.A. Davidson & CO.16,430$521K0.0%+6.7%0.281%
2/1/2023 Gladstone Institutional Advisory LLC9,188$291K0.0%-89.0%0.157%
1/31/2023Kestra Advisory Services LLC15,938$505K0.0%N/A0.272%
1/30/2023 Concourse Financial Group Securities Inc.10,522$333K0.0%+44.3%0.180%
1/30/2023 Columbia Advisory Partners LLC6,495$206K0.2%-9.1%0.111%
1/26/2023 American Financial Advisors LLC68,451$2.17M0.4%-3.6%1.170%
1/24/2023 Park Avenue Securities LLC6,591$209K0.0%N/A0.113%
1/11/2023 Foundations Investment Advisors LLC55,890$1.77M0.1%+39.9%0.955%
12/13/2022Elequin Capital LP8,953$279K0.1%+523.0%0.153%
11/15/2022 Signature Securities Group Corporation1,381$43K0.0%N/A0.024%
11/15/2022Pensionmark Financial Group LLC6,950$217K0.1%-6.7%0.119%
11/14/2022 Guggenheim Capital LLC46,057$1.44M0.0%+43.2%0.787%
11/14/2022 MML Investors Services LLC13,185$411K0.0%-8.5%0.225%
11/10/2022 Envestnet Asset Management Inc.113,180$3.53M0.0%+199.9%1.935%
11/10/2022 Nomura Asset Management Co. Ltd.9,021$281K0.0%N/A0.154%
11/10/2022Elequin Capital LP8,953$279K0.2%+523.0%0.153%
11/10/2022Strategic Wealth Advisors Group LLC13,396$417K0.0%-28.2%0.229%
11/8/2022 Continuum Advisory LLC275,141$8.57M1.5%+11.0%4.703%
11/7/2022 D.A. Davidson & CO.15,405$480K0.0%N/A0.263%
11/2/2022 Rockefeller Capital Management L.P.76,995$2.40M0.0%N/A1.316%
11/1/2022 Cottonwood Capital Advisors LLC14,319$446K0.4%+17.5%0.245%
10/28/2022 Benjamin F. Edwards & Company Inc.41,669$1.30M0.1%+5.8%0.712%
Look Who Fired the World’s Richest Man (Ad)

This company is tiny… but already has contracts with 30 federal agencies and services some of the biggest companies in the U.S. And demand for the technology is unprecedented … “unlike anything we have seen in the past,” says a spokesman.

Get the full story here.
10/27/2022Prospera Financial Services Inc6,919$216K0.0%N/A0.118%
10/27/2022 CWM LLC189,768$5.91M0.0%+5,468.3%3.244%
10/26/2022 Truist Financial Corp63,769$1.99M0.0%+218.7%1.090%
10/25/2022 Raymond James & Associates96,566$3.01M0.0%+10.8%1.651%
10/25/2022 Raymond James Financial Services Advisors Inc.115,272$3.59M0.0%-27.5%1.970%
10/24/2022 Stratos Wealth Partners LTD.13,902$433K0.0%-13.2%0.238%
10/20/2022 Gladstone Institutional Advisory LLC83,707$2.61M0.2%-6.8%1.431%
10/19/2022Wealth Enhancement & Preservation of GA LLC41,852$1.30M2.1%+352.9%0.715%
10/19/2022 Foundations Investment Advisors LLC39,945$1.24M0.1%+33.8%0.683%
10/17/2022 American Financial Advisors LLC71,011$2.21M0.4%N/A1.214%
(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, 54 institutional investors and hedge funds held shares of First Trust SSI Strategic Convertible Securities ETF. The most heavily invested institutionals were LPL Financial LLC ($4.89M), Advisor Group Holdings Inc. ($3.61M), Retireful LLC ($2.97M), Osaic Holdings Inc. ($2.97M), International Assets Investment Management LLC ($2.89M), Verition Fund Management LLC ($2.71M), and First Hawaiian Bank ($2.47M).Learn more on FCVT's institutional investors.

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

Of the 40 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: CWM LLC ($187.74K), International Assets Investment Management LLC ($180.36K), Envestnet Asset Management Inc. ($152.00K), Retireful LLC ($89.22K), Verition Fund Management LLC ($80.83K), First Hawaiian Bank ($77.54K), and Rockefeller Capital Management L.P. ($77.00K).

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

Institutional investors have bought a total of 1,475,191 shares in the last 24 months. This purchase volume represents approximately $82.40M in transactions.

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

Of the 30 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 ($302.04K), Continuum Advisory LLC ($266.26K), Raymond James Financial Services Advisors Inc. ($126.40K), Gladstone Institutional Advisory LLC ($80.63K), Envestnet Asset Management Inc. ($78.18K), Kestra Advisory Services LLC ($62.18K), and Raymond James & Associates ($50.15K).

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

Institutional investors have sold a total of 1,178,975 shares in the last 24 months. This volume of shares sold represents approximately $60.85M in transactions.


This page (NASDAQ:FCVT) was last updated on 5/16/2024 by MarketBeat.com Staff

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